|
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. |
Set Filter or Diagnostic Properties
A filter or a diagnostic has the following properties:
- The name of the filter or diagnostic;
- The description of the filter or diagnostic; and
- The type of template.
Note: The properties of the predefined filters or diagnostics cannot be modified.
How to modify filter or diagnostic properties
To modify the properties of a filter or diagnostic, proceed as follows:
- In the left menu, click Filters and Diagnostics.
- Click the template for which you want to set the properties.
- Click the
button. - To modify the name of the template, enter the new name in the Name area.
To modify the description of the template, enter the new description in the Details area.
To modify the type of template, select the desired type in the Selection area. - Click OK.
Note: To change the description to French, edit the display language in the options and settings, and repeat this step.