Personal Taxprep 2021.5

Options - Tax Returns

This panel groups the options that apply to tax returns, diagnostics and the Xpress tool.

Options	Show AutoText suggestions	Displays suggestions for inserting text in the appropriate cells according to the data that has already been entered. By default, Personal Taxprep saves 25 entries per form in memory. This number can be modified.
	Confirm overriding	Displays a message each time you enter data that is calculated in a cell with a possible override.
	Show diagnostics indicators	Displays a red triangle in the upper right-hand corner of cells that are linked to a diagnostic.
	Identify cells with data entered last year	Identifies cells in which data was entered last year and in which no value has been entered or rolled forward in the current year.
	Recalculate automatically if the program version is different	Recalculates data in a client file without a confirmation when it is opened with a version of Personal Taxprep that is different from the version used to create the client file. The amounts may vary as a result of the recalculation. Clear the check box if you want a message to display and if you want to have the possibility of opening the client file in read-only mode.
	Recalculate automatically if the preparer profile is different	Recalculates data in a client file without a message when it is opened with a version of the preparer profile that is different from the version used to create the client file. The amounts may vary as a result of the recalculation. Clear the check box if you want a message to display and to have the possibility of keeping the version of the preparer profile that was used to create the client file.
	Lock data when status is "Completed"	Locks the data when the return status is "Completed." When a client file contains more than one return, all returns must be completed in order for data to be locked.

Diagnostics print settings	Portrait or landscape / Font size	Determines the page orientation (portrait or landscape) and the font size used to print diagnostics.
Xpress print settings	Portrait or landscape / Font size	Determines the page orientation (portrait or landscape) and the font size used to print the Xpress list.

File save options

Reopen forms from last work session

Allows you to open the forms as they were displayed the last time the client file was saved, regardless of who saved it.

Note that Personal Taxprep retains a list of the opened forms for a given return, as well as the cursor’s position, whether this option is selected or not.

Show file properties before saving

Displays the properties before the client file is saved. Once the properties are displayed, you can modify the statuses, enter a note or lock the data.

Backup active client file every

Saves a backup copy of the client file at the specified interval. If a work session ends abnormally, Personal Taxprep will automatically open this copy in the next session.