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.

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