Personal Taxprep 2018.2

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.

Print Formats Provided with the Program

The program provides some predefined print formats:

Name

Description

Clients

This print format includes all applicable forms and workcharts, as well as specific documents for the client's paper copy, such as:

  • Applicable Client Letter
  • Two-Year Comparative Review
  • Federal Income Tax Return Outline

This print format should not be used to file paper returns.

Govt

This print format includes all forms required to meet the filing requirements of tax authorities. This print format must be used to file paper returns.

Office

This print format contains forms and review tools, including:

  • T1A — Request for Loss Carryback
  • 664 — Summary of Revised ACB on Elected Dispositions
  • Summary of Carryforward Balances
  • Accountant’s Summary
  • Five-year Comparative Review
  • Slips Summary
  • Diagnostics

This print format should not be used to file paper returns.

EFILE

This print format contains the forms necessary to meet the requirements of the tax authorities for EFILING, including worksheets and summaries.

Taxprep

This print format includes all the forms applicable to the client's tax situation, including the forms required for EFILE as well as the applicable workcharts as well as specific documents for the client's hard copy, such as:

  • Accountant’s Summary
  • Applicable client letters
  • Invoice
  • Two-Year Comparative Review

This print format should not be used to file paper returns.

Label-Étiquette

This print format includes Form Label (Jump Code: LPP)

 

Note: You cannot delete or modify the predefined print formats provided with the program.