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:
- Access the Client Manager.
- Click the 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 AUTHORIZATION, click Authorization 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.
Note: Each request is identified by the date and time at which the print, roll forward or transmission took place.