Active Return Properties

The General tab contains the following information:

• trust's name;
• trust's account number;
• return status;
• EFILE status of the T3 slips, NR4 slips and RL-16 slips;
• preparer’s notes ;
• whether or not data is locked ; and
• whether or not the return is password-protected .

The Attached Files tab contains the following information:

• the file name of the current return;
• the commands allowing you to manage the operations related to the attached files among which the option allowing you to keep the attached file when rolling forward the file;
• the display pane of the attached files.

The Security tab contains the following information:

• password for client file protection;
• check box allowing for transmission if password unknown.
• check box allowing you to use the same password for exported data protection as the password for client file protection;
• password for exported data protection.

To display the active return properties, proceed in the following manner:

• On the File menu, click Properties.
• Press F11.
• Display the properties pane in the Client Manager.

Taxprep for Trusts can automatically display return properties before saving client file data; this prompts you to modify the different return statuses throughout return processing.

To display properties before saving, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Options, click Tax Returns.
3. In the File save options area, select the Show file properties before saving check box.
4. Click OK.