Taxprep for Trusts 2021.3.0

Options - General

This panel regroups the general options for Taxprep for Trusts and the specific options for the Client Manager.

Application

Default starting view

Selects the default view that displays when Taxprep for Trusts is started up.

You can select from the following views: Tax Return, Client Manager and EFILE Log.

Language

Selects the display language of Taxprep for Trusts.

Re-enable all messages

Re-enables display of warning messages issued by Taxprep for Trusts in certain situations. A warning message is no longer displayed when you select the Don't show... check box.

Prompt to retrieve the configuration on startup

Displays a dialog box at the next startup that allows you to retrieve last year version's configuration of the following functionalities: options and settings, environments, autotext, ignored diagnostics and cells aliases.


Password list

Memorizes the list of passwords so you do not have to enter them when you open locked files. This list is specific to your workstation. Note that the list displays identifiers used to describe the passwords and not the passwords themselves because these are encrypted.


Histories

Number of entries in Client Manager

Indicates the maximum number of entries to keep in the history (including the Print History, the Roll Forward History, and the EFILE History.) shown in the Client Manager. By default, Taxprep for Trusts saves the last 10 entries.