Retrieved Options and Settings List

Here is a list of options and settings items for which the values defined in last year'sthe previous version are retrieved:

Section - Panel Name

Retrieved values

Options Section

General

All option values from this panel are retrieved except for the Re-enable all messages and the Prompt to retrieve the configuration on startup check box values.

Files location

The default folders of the client files and the GIFI files defined in the previous version are retrieved.

Tax Returns

All option values from this panel are retrieved.

Customized Status

All option values from this panel are retrieved.

Monitor

All option values from this panel are retrieved.

Colours

All option values from this panel are retrieved.

Search Settings

All option values from this panel are retrieved.

Tax Research

All option values from this panel are retrieved.

Advanced

The following option values are retrieved:

  • the Use default printer resolution option;
  • the Use mapped drives for network locations option;
  • the Enable CCH Document configuration option; and
  • the Enable customized diagnostics.

Print Section

General

All option values from this panel are retrieved.

Tax Returns

All option values from this panel are retrieved.

When the options and settings are retrieved without having previously converted the customized print formats, Corporate Taxprep will store the retrieved values of the customized print formats and display those values once the customized print formats are converted.

PDF Files

All option values from this panel are retrieved except for the location specified in the Specify a folder box.

Import / Export Section

General

All option values from this panel are retrieved.

CSV Files

All option values from this panel are retrieved.

XLS* Files

All option values from this panel are retrieved.

Client Letter Section

Page Setup

All option values from this panel are retrieved.

Labels Section

Template

All option values from this panel are retrieved.

Settings

All option values from this panel are retrieved except for the Start at label box value.

Electronic Services Section

General

All option values from this panel are retrieved except for the database location.

Identification

The following option values are retrieved:

  • the account number and password are required to use the Taxprep Services;
  • the EFILE number (federal);
  • the user code and password (Québec - Clic Revenu);
  • the preparer number and access code (Québec - NetFile Québec).

Professional Centre

All option values from this panel are retrieved.

Internet Addresses

No value has been retrieved.

Production Counter

The Confirm registration before production option value is retrieved.

Roll Forward Section

File Options

All option values from this panel are retrieved.

Data Options

All option values from this panel are retrieved.

CCH Acountants' Suite Section

CCH Engagement

All option values from this panel are retrieved.

CCH iFirm Section

General

All option values from this panel are retrieved.

Portal

All option values from this panel are retrieved.
Note: In the event where no value is retrieved, the values defined by default in Corporate Taxprep will be applied.