About Filters and Diagnostics

The filters allow you to manage the content of the list of files or clients available in the Client Manager. When the list of files or clients selected is thus filtered, reports can be printed or the Client Manager content can be exported.

Client filters and diagnostics enables all of the information that is in the client files to be extracted and presented in a column in the Client Manager or, in the case of diagnostics, in the diagnostics pane .

The following are examples of reports that may be prepared and printed:

  • a report which follows up on the status of a preparer's client files throughout the preparation process;
  • a report identifying the client files containing a specific tax situation;
  • a list of the clients' names, addresses and telephone numbers;
  • a report identifying the clients based on the preparer or partner in charge.

Predefined filters and diagnostics are provided with Taxprep Forms; you can use these to create new filters or diagnostics that meet specific needs.

To create a new filter or a new diagnostic, proceed as follows:

  1. In the left menu, click Filters and Diagnostics.
  2. Click the New button .
    The Filters and Diagnostics Wizard will display.
  3. Define the filter or diagnostic settings.
  4. Click the button to save the new filter or the new diagnostic, or both and set the properties.
  5. Click the button to return to the template view.

Tips:

  • It is possible to convert the filters and diagnostics created with the previous Taxprep Forms’s version. This functionality allows you to retrieve your customized filters or diagnostics, and by doing so, you can avoid to recreate them.
  • If you want to test the new customized filter from the Client Manager, do the tests on a limited number of client files in order to reduce the delay required to display the content in the Client Manager.

To modify a filter or a diagnostic, proceed as follows:

  1. In the left menu, click Filters and Diagnostics.
  2. Select the filter or diagnostic you want to modify.
  3. Click the Open button .
    If you selected a predefined template, indicate that you want to create a copy of the template and set its properties.
    The Filters and Diagnostics Wizard displays.
  4. Use the Filters and Diagnostics Wizard to define the filter or diagnostic settings.
  5. Click the button to save the changes.
  6. Click the button to return to the template view.
Tip: If you want to test the new personalized filter from the Client Manager, do the tests on a limited number of client files in order to reduce the delay required to display the content in the Client Manager.

To create a copy of a filter or a diagnostic, proceed as follows:

  1. In the left menu, click Filters and Diagnostics.
  2. Select the filter or the diagnostic that you want to copy.
  3. Click the button.
  4. Define the filter or diagnostic properties.
  5. Click OK.

To convert filters or diagnostics created with the previous Taxprep Forms’s version, proceed as follows:

  1. In the left menu, click Filters and Diagnostics.
  2. Click the Convert button .
    The Convert - Filters and Diagnostics dialog box displays.
  3. Select one or several filters or diagnostics that you want to convert.
  4. Click Open.

Filters and diagnostics are saved in the location indicated in the options and settings and are identified as templates of "predefined" type. If the conversion was made for only one filter or diagnostic template, the converted template is opened in the Filters and Diagnostics view so you can modify it.

If, during the conversion, an error happens, an error log will display at the end of the operation. Furthermore, in the Filters and Diagnostics view, an error indicator will display on the filter or diagnostic template that was converted.

When the modification of a converted filter or diagnostic contains invalid references, they will appear in red: you will need to correct the filter or the diagnostic in order to use it properly in the Client Manager or, in the case of diagnostics, in the diagnostics pane.

Tip: We recommend that you review the converted filters and diagnostics before filing client files.

To delete a filter or a diagnostic, proceed as follows:

  1. In the left menu, click Filters and Diagnostics.
  2. Select the filter or diagnostic that you want to delete.
  3. Click the button .
  4. Click Yes to confirm.
Note: You cannot delete the predefined filters or diagnostics.