Retrieve the Configuration of Last Year's Version

Before starting to prepare returns, it is recommended to configure the different functionalities that you plan on using. In the event that you have used last year's version of Personal Taxprep, you can save time allocated to this task by retrieving the configuration from last year's version of Personal Taxprep for each of the following functionalities:

• the work environments including the options and settings associated to each of the environments;
• the Autotext suggestions;
• the cells' aliases (a cell's alias is an alternate identifier assigned to the cell name with the Rename Cell command.);
• the cells added to the monitor; and
• the ignored diagnostics for all returns

During the first launch of Personal Taxprep, the Retrieve Configuration dialog box will display if last year's version has been installed from the active Windows account. If you immediately retrieve the configuration, select the functionalities, and click Yes.If you want to retrieve the configuration at a later date, click Later. This way, next time you launch Personal Taxprep, you will be able to proceed with the retrieval of the configuration.

If you configured certain functionalities and afterwards you request to retrieve the configuration performed in last year's version, this operation will overwrite what you had previously configured.

In the event that you had configured the use of customized print formats in last year's version, the configuration associated to these formats will be retrieved and information with respect to these formats will be available in the options and settings once the print formats have been converted.

Retrieve the user's customized configuration of a network version

Options and settings restrictions set by the administrator of the Regular or Advanced Network versions have priority over the configuration of the options and settings that you will retrieve as a user.

Furthermore, if as a user, you retrieve the configuration that you had customized in last year's the previousAdvanced Network version, you could be prompted twice for the retrieval, i.e. once during your first on-line mode work session in and once during your first off-line mode work session.