Personal Taxprep 2021.2

Options - File Locations

This panel allows you to select the default folder where the various types of files and templates used by Personal Taxprep are saved. These locations are determined when Personal Taxprep is installed, but they can be changed afterwards.

The following table lists the file types whose locations can be modified. It also indicates the file extension used for each type; this can assist you in locating and copying these files to a local installation where desired.

Files	Client files	Client files created using Personal Taxprep.
Files	Exported files	Data files created during export. Extensions: .csv and .xls*
Templates	Select a folder (subfolders will be created for each type of templates)	Indicates the folder in which a subfolder will be created for each template. Note: You can choose to save the templates to another location by clicking Select a folder for each type of templates.
	Xpress filters	Customized Xpress filters. Extension: .xuf
	Form groups	Group of forms created by the user from the Form Manager. Extension: .fmf
	Print formats	Customized print formats. Extension: .fmt
	Letters and labels	Customized templates for client letters, invoices and labels. Extension: .clt
	Profiles and rate tables	Data saved in the preparer profiles and the "Planner" rates table. Extension: .prt
	Filters and diagnostics	Customized filters and diagnostics created using the Filters and Diagnostics Wizard. Extension: .cmf