Taxprep for Trusts 2021.3.0

Options - File Locations

This panel allows you to select the default folder where the various types of files and templates used by Taxprep for Trusts are saved. These locations are determined when Taxprep for Trusts is installed, but they can be changed afterwards.

The following table lists the file types whose locations can be modified. It also indicates the file extension used for each type; this can assist you in locating and copying these files to a local installation where desired.

Files

Client files

Client files created using Taxprep for Trusts.

Exported files

Data files created during export.
Extensions: .csv and .xls*

Templates

Specify a parent directory

Indicates the central location (parent directory) in which a sub-directory will be created for each template.

You can choose to save the templates to another location by clearing this check box.

 

Xpress filters

Customized Xpress filters.
Extension: .xuf

 

Form groups

Group of forms created by the user from the Form Manager.
Extension: .fmf

 

Print formats

Customized print formats.
Extension: .fmt

 

Letters and labels

Customized templates for client letters and labels.
Extension: .clt

 

Profiles and rate tables

Data saved in the preparer profiles.
Extension: .prt

 

Filters and Diagnostics

Customized filters and diagnostics created using the Filters and Diagnostics Wizard.
Extension: .cmf