Personal Taxprep 2018.1

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.

Shortcut Key List

A shortcut key provides a quick method of activating commands. Once memorized, shortcut keys can increase your productivity by reducing the number of movements between the keyboard and mouse.

For example, pressing Ctrl+P will print the form displayed on the screen just as clicking the Print button on the toolbar will print the form.

Standard Operations

Press

To

Ctrl+S

Save a document.

Ctrl+W

Close a document.

Ctrl+N

Create a new document in the active view (for example, a return or a print format).

Ctrl+O

Open a document.

Shift+Click

Select adjacent items in a table or a list.

Ctrl+Click

Select non-adjacent items in a table or a list.

Shift+Ctrl+ F10

Display the shortcut menu (equivalent to right-clicking on the mouse).

F1

Display Personal Taxprep help.

Shift+F1

Display the CCH Tax Research context-sensitive help.

Alt+F4

Close Personal Taxprep.

Cell Operations

Press

To

Tab

Move the cursor to the next input cell in the form.

Shift+Tab

Move the cursor to the previous input cell in the form.

Alt+Down arrow

Display the content of a drop-down list.

Display the search box of a list containing several items.

Shift+F9

Go to the corresponding cell of the Québec return if the amount for Québec purposes is different from the federal amount.

Ctrl+F7

Select all the input cells of the active form.

Shift+Ctrl+F7

Select all the cells of the active form.

Ctrl+C

Copy the content of the selected cells to the clipboard.

Ctrl+X

Delete the content of the selected cells and copy it to the clipboard.

Ctrl+V

Paste the content of the clipboard in the selected destination cells.

Ctrl+Z

Cancel the last action performed in the active form.

Ctrl+Y

Reset the active form as it was before the Undo command was used.

Ctrl+U

Remove an override.

F9

Go to the source cell from which the posted cell value originates.

Alt+F10

Attach a note to the selected cell or, if a note is already attached, access it.

Alt+F9

Attach a schedule to the selected cell or, if a schedule is already attached, access it.

Del

Delete the content of the selected cells.

Ctrl+0

Activate the review mode.

Ctrl+1

Apply the review mark "First Review" to the selected cells.

Ctrl+2

Apply the review mark "Second Review" to the selected cells.

Ctrl+3

Apply the review mark "Error" to the selected cells.

Ctrl+4

Apply the review mark "Uncertain" to the selected cells.

Ctrl+5

Apply the review mark "Other" to the selected cells.

Form Operations

Press

To

F4

Toggle from the Form Manager to the last form displayed from the Tax Return view.

F6

Display the last form opened.

F8

Display the corresponding federal, provincial or territorial form.

Ctrl+Tab

Display the next form from the open forms.

Shift+Ctrl+Tab

Display the previous form from the open forms.

Ctrl+Home

Display the beginning of the active form.

Ctrl+End

Display the end of the active form.

Page Up

Display the previous screen page of the active form.

Page Down

Display the next screen page of the active form.

Shift+Alt+B

Display the linked form to the active bookmark of the CCH Scan view.

Ctrl+Alt+B

In CCH Scan, display the page from the PDF document that corresponds to the active form.

Ctrl+F4 or Esc

Close the active form.

Ctrl+F

Find text inside one or all of the forms.

Multiple Copy Form Operations

Press

To

Ctrl+K

Create a new copy of the active multiple copy form.

Ctrl+D

Delete the displayed copy of the multiple copy form.

Ctrl+Page Up

Display the previous copy of the multiple copy form.

Ctrl+Page Down

Display the next copy of the multiple copy form.

Return Operations

Press

To

Alt+F7

Access the returns of the different family members that are in the active client file.

Tip: Keep the Alt key pressed down, then use the F7 key to toggle from one return to another.

Ctrl+J

Display the return in the previous client file.

Ctrl+M

Display the return in the next client file.

Alt+F5

Display the diagnostics for the active return in the bottom of the screen.

Alt+F6

Display the diagnostics for the active return in a separate window.

Ctrl+F5

Display Xpress for the active return in the bottom of the screen.

Ctrl+F6

Display Xpress for the active return in a separate window.

Ctrl+E

Open last year client file.

Note: This command is available when a client file has been rolled forward.

Ctrl+F5

Show or hide Xpress in a form in the active return.

Ctrl+F9

Recalculate the selected returns.

Ctrl+F10

Create a new scenario.

F11

Display the properties of the active return.

Access to Views 

Press

To

Ctrl+A

Select all of the clients in the Client Manager view.

Shift+Ctrl+P

Display the Professional Centre view.

Shift+Ctrl+C

Display the Client Manager view.

Shift+Ctrl+T

Display the Tax Return view.

Shift+Ctrl+M

Display the Print Formats view.

Shift+Ctrl+R

Display the Preparer Profiles view.

Shift+Ctrl+F

Display the Filters and Diagnostics view.

Shift+Ctrl+L

Display the Letters and Labels view.

Shift+Ctrl+B

Display the Rate Tables view.

Shift+Ctrl+N

Display the Advanced Network view.

Shift+Ctrl+O

Display the EFILE Log view.

Shift+Ctrl+A

Display the EFILE Archive view.

F4

Toggle from the Form Manager to the last form displayed in the form pane that is available when letters and filters or diagnostics are edited.

F5

Refresh the content of the active view (except for the Tax Return view and those available from the Templates shortcut group).

   

Printing

Press

To

Ctrl+P

Print the displayed form or the selected forms.

Ctrl+R

Print the displayed return or the selected returns.

Letter Editor

Press

To

Ctrl+A

Select all.

Ctrl+F

Find an expression.

F3

Find the next occurrence.

Ctrl+Enter

Create a page break.

Ctrl+H

Find and replace an expression.