Condition Structure
A basic condition is generally made up of three elements: the element to be compared, a comparison operator, as well as a test value.
Although the element to be compared is often a cell in a form, it could also be a function within the list of available functions. For example, with the GetReturnStatus() function, you can set up a condition which allows you to select all the client files containing returns with a "Rolled forward" status:
GetReturnStatus() = "Rolled forward"
In addition, a condition can be made up of several cells and operators.
Advanced options
Use last year’s value
When this option is selected, the condition will use last year’s value instead of this year’s value.
This can be useful if you want to check to see if an amount was entered in the prior year for a specific cell.
Use the spouse’s value
You can also use the option Use the spouse’s value as part of your condition. You can use it alone or combine it with the Use last year’s value option.
When the Use the spouse’s value option is selected, the condition will use the spouse’s value instead of the taxpayer’s value.
Spouse’s Last Year value
The spouse’s last year value for a given cell is only available if the file was rolled forward from a prior year Taxprep file and if the taxpayer's and spouse’s returns are in the same file. Therefore, when creating a filter or a diagnostic with a condition using the spouse’s prior year data, you must first verify if your file contains the spouse’s prior year data. A function is available to identify when a file contains the spouse’s prior year data: HasLastYearSpouseData().