Taxprep for Trusts 2020.1.0

Retrieved Options and Settings List

Here is a list of options and settings items for which the values defined in last year's 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	No location defined in this panel has been 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, Taxprep for Trusts 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.
Preprinted	All option values from this panel are retrieved.
Import / Export Section
General	All option values from this panel are retrieved.
Taxprep Slips Data	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 values from the following options have been retrieved: the account number and password are required to use the TaxprepServices; the transmitter's identification, the technical resource person and the accounting resource person (Québec); the transmitter number (federal) the transmitter number, NEQ, identification number, file number and RLslips source (Québec).
Professional Centre	All option values from this panel are retrieved.
Slip Numbers	The values in the First and Last columns are retrieved. However, if more than one transmission database had been configured last year, Taxprep for Trusts will only roll forward the first transmission database.
Preferences
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 Portal	All option values from this panel are retrieved.

Note: In the event where no value is retrieved, the values defined by default in Taxprep for Trusts will be applied.

Retrieved Options and Settings List

Section - Panel Name

Retrieved values