Personal Taxprep 2018.4.0

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.

Options - General

This panel regroups the general options for Personal Taxprep and the specific options for the Client Manager.

Application

Default starting view

Selects the default view that displays when Personal Taxprep is started up.

You can select from the following views: , Tax Return, Client Manager and EFILE Log.

Language

Selects the display language of Personal Taxprep.

Re-enable all messages

Re-enables display of warning messages issued by Personal Taxprep in certain situations. A warning message is no longer displayed when you select the Don't show... check box.

Prompt to retrieve the configuration on startup

Displays a dialog box at the next startup that allows you to retrieve last year version's configuration of the following functionalities: options and settings, environments, autotext, ignored diagnostics and cells aliases.


Password list

Memorizes the list of passwords so you do not have to enter them when you open locked files. This list is specific to your workstation. Note that the list displays identifiers used to describe the passwords and not the passwords themselves because these are encrypted.


History

Number of entries in Client Manager

Indicates the maximum number of entries to keep in the history (including the Print History, the Roll Forward History, the Print Service History and the EFILE History.) shown in the Client Manager. By default, Personal Taxprep saves the last 10 entries.