Personal Taxprep 2018.5.0

Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

Customize the EFILE Log

The display and content of the EFILE Log can be customized in the same way as the other views with content presented in grid format.

Customize the display

You can customize the EFILE Log display by modifying the number of columns, by adjusting the columns' width and by modifying the display order. The program retains the customized setting: thus, in your next work session, this customized display is automatically reapplied.

You can modify the width of one column at a time or all at the same time based on their content.

If a high number of columns is displayed and this situation makes the reading of data difficult in the EFILE Log, you can disable the columns' automatic adjustment which is limited to the space on the screen by default. To do so, proceed as follows:

  1. Put the cursor on a column header,
  2. Right-click and then click Fit to Window on the shortcut menu.

Once this option is disabled, you can widen columns beyond the space available on the screen. An horizontal scroll bar appears allowing you to display the columns.

You can also reset the columns in order to return to the original settings.

Note: Some of the information in the EFILE Log, such as the TCN column, would normally only be used to provide information to the tax authorities for troubleshooting purposes. You may therefore want to hide these types of columns. You can always restore them later if needed.

Customize the content

To customize the content of the EFILE Log, you can:

  • Filter

You can filter the list of electronic transaction according to the columns content. For more information consult the Filter Based on the Content of One Column topic.

  • Search

To find a specific transaction or transactions, enter the search text in the Search ( Ctrl+F) box on the toolbar. The search results will be displayed in the EFILE Log.

Tip: Enter the client name in the Search (Ctrl+F) box to find all of the transactions relating to that client.