Planner - Data Options

Imports all data entered in the client file for the year. If this option is selected, the options Remove patients' names from the medical expenses form, Remove donation beneficiary names and Remove slip issuer names will be disabled.

Removes patients' names from Form Medical Expenses (Jump Code: MED).

Removes the donation beneficiary names entered in Form Charitable Donations (Jump Code: DONATIONS).

Removes the names of the issuers of the slips.

Sorts the donation beneficiary names entered in Form Charitable Donations (Jump Code: DONATIONS) in alphabetical order.

Sorts the slips by issuers' names in alphabetical order.

Keeps the answer to Form T1135, Foreign Income Verification Statement, entered in Form Identification and Other Client Information (Jump Code: ID).

Keeps the answer to the question from Elections Canada entered in Form Identification and Other Client Information (Jump Code: ID).

Keeps the personalized identification number entered in Form Identification and Other Client Information (Jump Code: ID).

Keeps the reviewer's name entered in Form Identification and Other Client Information (Jump Code: ID).

Keeps the preparer's name entered in Form Identification and Other Client Information (Jump Code: ID).

Keeps the name entered in the "Assigned to" field of Form Identification (Jump Code: ID).

Rolls forward the content in the opening and closing paragraphs of the Client Letter Worksheet (Jump Code: LW) into the Preparer Profile.

Rolls forward client files that were not used last year.

Rolls forward client files with pre-bankruptcy returns to make them eligible for filing.

Keeps the descriptive information found in the attached schedules.

Keeps the notes entered in the client files properties.

Keeps the notes attached to cells.