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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. |
Xpress Filters Available in Personal Taxprep
The Xpress filters available in Personal Taxprep allow you to select the type of cell that you want to display or export. You can select several filters at once. Doing this will result in a combined filter with very precise selection criteria.
Two type of filters are available in Personal Taxprep: the inclusion and exclusion filters. The inclusion filters are Xpress filters that you can use to add a cell type displayed in Xpress, while exclusion filters are Xpress filters that you can use to prevent a cell type (for example, blank cells) from being displayed.
List of Xpress filters used as inclusion or exclusion filters
The following table describes the filters you can use as inclusion or exclusion filters:
|
Xpress Filter |
Cells |
|---|---|
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Data entered this year, last year or rolled forward (without summaries) |
Cells with data that has been entered in the return for the previous or current
taxation year, or which has been rolled forward. (A roll forward can include
data rolled forward from the previous taxation year's return and the data rolled forward
from another income tax preparation program.) |
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Data entered this year or last year |
Cells with data that has been entered in the return for the previous or current
taxation year. |
|
Data entered this year |
Cells with data entered in the return for the current tax year. |
|
Data entered last year |
Cells with data entered in the return for the previous tax year. |
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Rolled forward data (without summaries) |
Cells with rolled forward data. |
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Overridden data |
Calculated cells with overridden values. |
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Cells with diagnostics |
Cells for which Personal Taxprep has issued a diagnostic. |
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Imported data |
Cells with data imported from a file in .xls or .csv format. |
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Data Imported From a Planner File |
Cells whose data has been imported from a planner file created with last year's version of Personal Taxprep (.1p*) |
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Data transferred after TaxprepConnect download |
Cells with data downloaded using the TaxprepConnect functionality, then transferred into the return using Form TaxprepConnect Download (Jump Code: CONNECT) |
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Data modified after activating Track Changes |
Cells with data modified after the activation of the Track Changes mode. |
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Cells with review marks |
Cells with one or more review marks. You can filter on either all review marks or a specific review mark. For example, you can display a list of all cells with the |
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Cells with attached schedules |
Cells for which the preparer has attached a schedule. |
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Cells with attached notes |
Cells for which the preparer has attached a note. |
review mark.List of Xpress filters used only as exclusion filters
The following table describes filters you can only use as exclusion filters:
|
Xpress filter |
Cells |
|---|---|
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Summaries cells |
Cells found in comparative summaries. |
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Blank cells |
Cells with neither entered nor default data. |
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Calculated cells |
Cells with values automatically calculated by Personal Taxprep. |
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Cannot find cells |
Cells from the current version that no longer exist in the rolled forward return and for which no link could be established to cells from the previous version. For example, it can be cells that are no longer used or that were deleted in the active return. |
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Cells with a variance of less than |
Cells where the variance between the entered value and the value for the prior year is less than the specified value. |