Taxprep for Trusts 2022.2.1

Functions Available for Defining Filters and Diagnostics

Here is the list of available functions for defining filters and diagnostics:

Function name

Filters according to ...

GetFileName()

file name and extension

GetFilePath()

location where the file is saved

GetFileDate()

date the file was last saved

GetFileTime()

time the file was last saved*

GetFileDateTime()

date and time the file was last saved

GetCurrentDate()

system date*

GetYearEnd()

taxation year-end date in the return

GetReturnStatus()

return status

GetNote()

note entered in the file properties

GetTrustName()

trust name

GetTrusteeName()

trustee name

GetTrustNumber()

trust account number

GetTrustType()

trust type*

GetT3RetStatus()

EFILE status of the T3 Return

GetT3MMFStatus()

EFILE status of the T3 slip

GetNR4MMFStatus()

EFILE status of the NR4 slip

GetRel16MMFStatus()

EFILE status of the RL-16 slip

GetRollForwardDllName()

DLL roll forward file name

GetRollForwardDllVersion()

DLL roll forward file version

GetCalcDllVersion()

DLL calculation file version

HasLastYearData()

“True,” if the taxpayer's information for the previous year is available, or “False” otherwise

You can use these functions to define filter or diagnostic conditions and, with the exception of asterisked functions (*), to select the columns that are displayed in the Client Manager when a filter is applied.