Personal Taxprep 2018.5.0

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.

Import/Export - Taxprep Slips Data

This panel allows you to configure the options with regard to Taxprep slips data import and the location of this data.

Options

Activate search of Taxprep slips data to import when opening client files

Activates the automatic search of Taxprep slips data to import at the time client files are opened in Personal Taxprep.

Search location of Taxprep slips data

Select search location:

Indicates the location of the exported Taxprep slips data to enable this data to be imported into Personal Taxprep.