Personal Taxprep 2020.1.0

Planner - Data Options

This panel allows you to select the data to keep when rolling forward client files to planner files.

Options

Import all data entered this year

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.

Remove patients' names from the medical expenses form

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

Remove donation beneficiary names

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

Remove slip issuer names

Removes the names of the issuers of the slips.

Sort medical expenses by patients' names

Sorts the patients' names in Form Medical Expenses (Jump Code: MED) in alphabetical order.

Sort donations by beneficiaries' names

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

Sort slips by issuers' names

Sorts the slips by issuers' names in alphabetical order.

Keep answer to T1135 form (CAN$100,000)

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

Keep answer to Elections Canada

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

Keep the "Personalized Id. No." cell

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

Keep the reviewer's name

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

Keep the preparer's name

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

Keep the "Assigned to" cell

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

Keep the opening and closing paragraphs

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

Roll forward files not used last year

Rolls forward client files that were not used last year.

Roll forward client files with pre-bankruptcy returns

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

Notes and schedules

Keep the attached schedules

Keeps the descriptive information found in the attached schedules.

Keep notes from client files

Keeps the notes entered in the client files properties.

Keep the notes attached to cells

Keeps the notes attached to cells.