About the EFILE Archive View

Personal Taxprep allows you to archive all of the electronic transactions (i.e. those relating to the electronic transmission of returns, the T1013 and T1135 forms, pre-authorized debit agreements and Taxprep Services) relating to the selected client files. The archived items are found in the EFILE Archive view. When you choose to archive EFILE information, all transactions relating to a client file will be archived at the same time.

To archive electronic transactions from the EFILE Log, proceed as follows:

1. On the Transmission menu, click Add to Archive.
2. Select the From: and To: dates.
   Only transactions performed within that time period can be archived.
3. In the EFILE Status area, select the status of the transmissions that you want to archive.
   Note: While it is recommended that you only archive transactions relating to accepted client files, there may be instances where you want to archive other transactions (e.g. transmissions relating to a rejected file where the decision has been made to paper file).
4. In the Jurisdiction area, select the jurisdiction of the transmissions that you want to archive.
5. Click Apply to generate the list of client files for which the EFILE transactions can be archived.
   If you decide not to archive the data for a specific client file, clear the check box beside this return.
6. Click OK to archive.

To print transactions displayed in the EFILE Archive, proceed as follows:

1. Click the button, then click EFILE Archive.

2. On the File menu, click Print EFILE Archive.
   The Print EFILE Archive dialog box displays.
3. Select the printer that you want to use.
4. Modify the print settings, if applicable.
• To print the document to a PDF file, select the Print to PDF file check box.
• To modify the paper orientation, click Portrait or Landscape.
5. Click OK.

All transactions displayed in the EFILE Archive will be printed. If you only want to print part of the transactions, you can use the filters available in the EFILE Archive headers to reduce the number of displayed transactions.

The program will display a message prompting you to archive electronic transactions when the EFILE Log contains a certain number of entries.

To set the number of entries held in the EFILE Log necessary for the message to be displayed, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Electronic Services, click General.
3. In the Prompt to archive if the EFILE Log exceeds box under Archive settings, indicate the number of entries.
4. Click OK.

Electronic transactions stored in the EFILE Archive view can be restored in the EFILE Log. To restore any archived transactions, proceed as follows:

1. Click the button, then click EFILE Archive.

2. Select any transaction relating to returns for which you want to restore the EFILE information.
3. On the Transmission menu, click Restore.
   All transactions relating to the selected returns will be automatically restored to the EFILE Log in a single operation.