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.

View History

Personal Taxprep keeps a history (a history is a list of clients for whom a particular operation has been done from the Client Manager) of all roll forward, print, transmission of returns or forms that have been made from the Client Manager.

To consult a history, proceed as follows:

1. Access the Client Manager.
2. Click the Filter button , then:

• to consult the content of a roll forward request, click Roll Forward History, then click the client file roll forward request that you want to consult.
• to consult the content of a print request, click Print History, then click the print request that you want consult.
• to consult the content of an electronic transmission request of returns, click EFILE History, then the transmission request that you want to consult.
• to consult the content of an electronic transmission request of Forms T1013 , click T1013 History, then the transmission request that you want to consult.
• to consult the content of an electronic transmission request of Forms T1135, click T1135 History, then the transmission request that you want to consult.
• to consult the content of a transmission to Taxprep Print Service, click Print Service History, then click the transmission you want to consult.