Electronic Services - General

This panel allows you to select the options for EFILE transmission.

Location

Select the location to save the transmission database

Indicates the location of the transmission database and sub-files.
By default, Personal Taxprep uses the UNC path to define the network location of the transmission database. If the network configuration requires the use of mapped drives, we recommend that you change the format before modifying the location of the transmission database.

Prompt when the database is not available

Displays a message at start-up when the location of the transmission database is not accessible. When this check box is cleared, access to the Transmission menu, the EFILE Log and the EFILE Archive view are not available.

Archive settings

Prompt to archive if the EFILE Log exceeds n entries

Displays a message prompting you to archive the EFILE log entries when they exceed the number specified in this area. By default, Personal Taxprep saves the last 2,000 entries.

Others

Change status to "Completed" when EFILE status is “Accepted”

Automatically attributes the "Completed" return status when the EFILE status for the return is "Accepted."  When you transmit a federal return as well as a Québec return, both must be accepted before the return status can be changed.