Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
Shortcut Key List
A shortcut key provides a quick method of activating commands. Once memorized, shortcut keys can increase your productivity by reducing the number of movements between the keyboard and mouse.
For example, pressing Ctrl+P will print the form displayed on the screen just as clicking the Print button on the toolbar will print the form.
Standard Operations
Press |
To |
---|---|
Ctrl+S |
Save a document. |
Ctrl+W |
Close a document. |
Ctrl+N |
Create a new document in the active view (for example, a return or a print format). |
Ctrl+O |
Open a document. |
Shift+Click |
Select adjacent items in a table or a list. |
Ctrl+Click |
Select non-adjacent items in a table or a list. |
Shift+Ctrl+ F10 |
Display the shortcut menu (equivalent to right-clicking on the mouse). |
F1 |
Display Personal Taxprep help. |
Shift+F1 |
Display the CCH Tax Research context-sensitive help. |
Alt+F4 |
Close Personal Taxprep. |
Cell Operations
Press |
To |
---|---|
Tab |
Move the cursor to the next input cell in the form. |
Shift+Tab |
Move the cursor to the previous input cell in the form. |
Alt+Down arrow |
Display the content of a drop-down list. |
Display the search box of a list containing several items. |
|
Shift+F9 |
Go to the corresponding cell of the Québec return if the amount for Québec purposes is different from the federal amount. |
Ctrl+F7 |
Select all the input cells of the active form. |
Shift+Ctrl+F7 |
Select all the cells of the active form. |
Ctrl+C |
Copy the content of the selected cells to the clipboard. |
Ctrl+X |
Delete the content of the selected cells and copy it to the clipboard. |
Ctrl+V |
Paste the content of the clipboard in the selected destination cells. |
Ctrl+Z |
Cancel the last action performed in the active form. |
Ctrl+Y |
Reset the active form as it was before the Undo command was used. |
Ctrl+U |
Remove an override. |
F9 |
Go to the source cell from which the posted cell value originates. |
Alt+F10 |
Attach a note to the selected cell or, if a note is already attached, access it. |
Alt+F9 |
Attach a schedule to the selected cell or, if a schedule is already attached, access it. |
Del |
Delete the content of the selected cells. |
Ctrl+0 |
Activate the review mode. |
Ctrl+1 |
Apply the review mark "First Review" to the selected cells. |
Ctrl+2 |
Apply the review mark "Second Review" to the selected cells. |
Ctrl+3 |
Apply the review mark "Error" to the selected cells. |
Ctrl+4 |
Apply the review mark "Uncertain" to the selected cells. |
Ctrl+5 |
Apply the review mark "Other" to the selected cells. |
Form Operations
Press |
To |
---|---|
F4 |
Toggle from the Form Manager to the last form displayed from the Tax Return view. |
F6 |
Display the last form opened. |
F8 |
Display the corresponding federal, provincial or territorial form. |
Ctrl+Tab |
Display the next form from the open forms. |
Shift+Ctrl+Tab |
Display the previous form from the open forms. |
Ctrl+Home |
Display the beginning of the active form. |
Ctrl+End |
Display the end of the active form. |
Page Up |
Display the previous screen page of the active form. |
Page Down |
Display the next screen page of the active form. |
Shift+Alt+B |
Display the linked form to the active bookmark of the CCH Scan view. |
Ctrl+Alt+B |
In CCH Scan, display the page from the PDF document that corresponds to the active form. |
Ctrl+F4 or Esc |
Close the active form. |
Ctrl+F |
Find text inside one or all of the forms. |
Multiple Copy Form Operations
Press |
To |
---|---|
Ctrl+K |
Create a new copy of the active multiple copy form. |
Ctrl+D |
Delete the displayed copy of the multiple copy form. |
Ctrl+Page Up |
Display the previous copy of the multiple copy form. |
Ctrl+Page Down |
Display the next copy of the multiple copy form. |
Return Operations
Press |
To |
---|---|
Alt+F7 |
Access the returns of the different family members that are in the active client file. Tip: Keep the Alt key pressed down, then use the F7 key to toggle from one return to another.
|
Ctrl+J |
Display the return in the previous client file. |
Ctrl+M |
Display the return in the next client file. |
Alt+F5 |
Display the diagnostics for the active return in the bottom of the screen. |
Alt+F6 |
Display the diagnostics for the active return in a separate window. |
Ctrl+F5 |
Display Xpress for the active return in the bottom of the screen. |
Ctrl+F6 |
Display Xpress for the active return in a separate window. |
Ctrl+E |
Open last year client file. Note: This command is available when a client file has been rolled forward. |
Ctrl+F5 |
Show or hide Xpress in a form in the active return. |
Ctrl+F9 |
Recalculate the selected returns. |
Ctrl+F10 |
Create a new scenario. |
F11 |
Display the properties of the active return. |
Access to Views
Press |
To |
---|---|
Ctrl+A |
Select all of the clients in the Client Manager view. |
Shift+Ctrl+P |
Display the Professional Centre view. |
Shift+Ctrl+C |
Display the Client Manager view. |
Shift+Ctrl+T |
Display the Tax Return view. |
Shift+Ctrl+M |
Display the Print Formats view. |
Shift+Ctrl+R |
Display the Preparer Profiles view. |
Shift+Ctrl+F |
Display the Filters and Diagnostics view. |
Shift+Ctrl+L |
Display the Letters and Labels view. |
Shift+Ctrl+B |
Display the Rate Tables view. |
Shift+Ctrl+N |
Display the Advanced Network view. |
Shift+Ctrl+O |
Display the EFILE Log view. |
Shift+Ctrl+A |
Display the EFILE Archive view. |
F4 |
Toggle from the Form Manager to the last form displayed in the form pane that is available when letters and filters or diagnostics are edited. |
F5 |
Refresh the content of the active view (except for the Tax Return view and those available from the Templates shortcut group). |
Printing
Press |
To |
---|---|
Ctrl+P |
Print the displayed form or the selected forms. |
Ctrl+R |
Print the displayed return or the selected returns. |
Letter Editor
Press |
To |
---|---|
Ctrl+A |
Select all. |
Ctrl+F |
Find an expression. |
F3 |
Find the next occurrence. |
Ctrl+Enter |
Create a page break. |
Ctrl+H |
Find and replace an expression. |