Personal Taxprep 2018.3.1

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.

Retrieved Options and Settings List

Here is a list of options and settings items for which the values defined in last year's version are retrieved:

Section - Panel Name	Retrieved values
Options Section
General	All option values from this panel are retrieved except for the Re-enable all messages and the Prompt to retrieve the configuration on startup check box values.
Files location	No location defined in this panel has been retrieved.
Tax Returns	All option values from this panel are retrieved.
Customized Status	All option values from this panel are retrieved.
Monitor	All option values from this panel are retrieved.
Colours	All option values from this panel are retrieved.
Search Settings	All option values from this panel are retrieved.
Tax Research	All option values from this panel are retrieved.
Advanced	The following option values are retrieved: the Show the options for the data to be rolled forward option; the Use default printer resolution option; the Use mapped drives for network locations option; the Enable CCH Document configuration option; and the Enable customized diagnostics.
Print Section
General	All option values from this panel are retrieved.
Tax Returns	All option values from this panel are retrieved. When the options and settings are retrieved without having previously converted the customized print formats, Personal Taxprep will store the retrieved values of the customized print formats and display those values once the customized print formats are converted.
PDF Files	All option values from this panel are retrieved except for the location specified in the Specify a folder box.
Import / Export Section
General	All option values from this panel are retrieved.
Taxprep Slips Data	All option values from this panel are retrieved.
CSV Files	All option values from this panel are retrieved.
XLS* Files	All option values from this panel are retrieved.
Client Letter Section
Page Setup	All option values from this panel are retrieved.
Labels Section
Template	All option values from this panel are retrieved.
Settings	All option values from this panel are retrieved except for the Start at label box value.
Electronic Services Section
General	All option values from this panel are retrieved except for the database location.
Identification	All option values from this panel are retrieved except for the federal EFILE password. the account number and password are required to use the Taxprep Services; the account number and password are required to use the TaxprepServices;
Professional Centre	All option values from this panel are retrieved.
Internet Addresses	No value has been retrieved.
Production Counter	The Confirm registration before production option value is retrieved.
Roll Forward Section
File Options	All option values from this panel are retrieved.
Data Options	All option values from this panel are retrieved.
Planner Section
File Options	All option values from this panel are retrieved.
Data Options	All option values from this panel are retrieved.
CCH Acountants' Suite Section
CCH Scan	All option values from this panel are retrieved except for the activation key.
CCH Portal	All option values from this panel are retrieved.

Note: In the event where no value is retrieved, the values defined by default in Personal Taxprep will be applied.

Retrieved Options and Settings List

Section - Panel Name

Retrieved values