Personal Taxprep 2020.6.0

Functions Available for Defining Filters and Diagnostics

Here is the list of available functions for defining filters and diagnostics:

Function name

Filters according to ...

GetFileName()

file name and extension

GetFilePath()

location where the file is saved

GetFileDate()

date the file was last saved

GetFileTime()

time the file was last saved*

GetFileDateTime()

date and time the file was last saved

GetReturnStatus()

return status

GetFedEFILEStatus()

EFILE status of the federal return

GetQcEFILEStatus()

EFILE status of the Québec return

GetFedPrintStatus()

print status of the federal return*

GetQcPrintStatus()

print status of the Québec return*

GetAuthorizationStatus()

Authorization EFILE status for the AUTHORIZATION form

GetT1135Status()

T1135 EFILE status for the T1135 forms

GetPADStatus()

EFILE status of the preauthorized debit for the electronic filing of the preauthorized debit agreement

GetNote()

note entered in the client file properties

GetName()

client's name

GetSIN()

client’s social insurance number

IsTaxpayer()

"True," if it is the taxpayer, or "False" otherwise*

IsSpouse()

"True," if it is the spouse, or "False" otherwise*

IsDependant()

“True,” if it is a dependant, or “False” otherwise*

HasSpouse()

“True,” if the client file contains the return of a spouse, or “False” otherwise*

HasDependant()*

“True,” if the client file contains the return of a dependant, or “False” otherwise*

GetRollForwardDllName()

DLL roll forward file name

GetRollForwardDllVersion()

DLL roll forward file version

GetCalcDllVersion()

DLL calculation file version

HasLastYearTaxpayerData()

“True,” if the taxpayer's information for the previous year is available, or “False” otherwise*

HasLastYearSpouseData()

“True,” if the information of the spouse for the previous year is available, or “False” otherwise*

You can use these functions to define filter or diagnostic conditions and, with the exception of asterisked functions (*), to select the columns that are displayed in the Client Manager when a filter is applied.