Taxprep for Trusts 2021.1

Syntax of PDF filenames

By clicking , you will display the Syntax of PDF filenames dialog box where you can select the options used to name PDF files, as well as the order in which these options will be used.

Here are the different options available for PDF files in a return:

Client file nameClosed This is the Taxprep client file and its extension.

Client nameClosed This is the client name entered in Form Identification (Jump CodeID).

Print format nameClosed This is the name of the print template used.

Account numberClosed This is the account number entered in Form Identification (Jump Code: ID).

Client codeClosed This is the client code entered in Form Identification (Jump Code: ID).

Client code (CCH iFirm)Closed This is the CCH iFirm client code entered in Form Identification (Jump Code: ID).

Taxation yearClosed This is the taxation year entered in Form Identification (Jump Code: ID).

Tax return typeClosed This is the type of return.

Delivery methodClosed This is the delivery method entered in Form Identification (Jump Code: ID)

DateClosed This is the date on which printing was performed.

TimeClosed This is the time when printing was performed.

 

Here are the different options available for PDF files in a form or in slips :

Client file nameClosed This is the Taxprep client filename and its extension.

Client nameClosed This is the client name entered in Form Identification (Jump Code: ID).

Form titleClosed This is the name of the form given in the Title column of the Form Manager.

Form descriptionClosed This is the description given to the Description column in the Form Manager.

Account numberClosed This is the account number entered in Form Identification (Jump Code: ID).

Client codeClosed This is the client code entered in Form Identification (Jump Code: ID).

Client code (CCH iFirm)Closed This if the CCH iFirm client code entered in Form Identification (Jump Code: ID).

Taxation yearClosed This is the taxation year entered in Form Identification (Jump Code: ID).

Tax return typeClosed This is the type of tax return

Delivery methodClosed This is the delivery method entered in Form Identification (Jump Code: ID).

DateClosed This is the date on which printing was performed.

TimeClosed This is the time when printing was performed.

To configure the syntax of PDF filenames, proceed as follows:

  1. Select () the desired options to name the PDF files.
  2. Click or to change the order of the options.