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.
Files	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