Includes Schedule K Also includes K-1 allocation worksheets. Allocates income, deductions, and credits to up to 6 shareholders. Full Specifications. What's new in version Release January 13, Date Added January 13, Version Operating Systems. Additional Requirements Acrobat Reader. Total Downloads 11, Downloads Last Week 3. Report Software. Related Software. Find the guidance you need to file a federal and state tax return.
TXF Creator Free to try. TaxAct Free. End of support for Windows 7. Did this article answer your question or resolve your issue? Article Feedback Your feedback about this article will help us make it better. Thank you! Email Solution. It can be moved to another screen to facilitate data entry in the main screen. To do so, in the toolbar, click the Xpress button or the Diagnostics button, then click Float and move the panel to the other screen.
Consult the video for a demonstration of the floating pane. Options to resize the text, the zoom in and the zoom out have been added to the Xpress tool and the diagnostics pane. As the information in the diagnostics pane is presented in a table, a grouping area located in the top portion of the pane, where you can group the content of the pane according to a column, is also available.
To group content in the diagnostics pane according to a column for example, the Type , click the Group button, then drag the column header to the displayed grouping area. Diagnostics are ordered by group and each group is presented in a separate table.
The name of the group as well as the number of diagnostics are indicated on tabs:. Taxprep for Trusts provides you with an online Help Centre containing tax and technical information pages that will answer your various questions and will help you efficiently use Taxprep for Trusts.
When you consult the Help, the relevant help topic will display in your computer's default Web browser. You can use the search box located in the top right corner of the page at any time to obtain information on a specific topic.
The Professional Centre now displays in your computer's default Web browser. This allows you to consult the Professional Centre in another screen while continuing to work in Taxprep for Trusts. Make sure that you enter your CCH services username and password in the options and settings of Taxprep for Trusts to take advantage of the services available in the Professional Centre.
As a result, during installation, Taxprep for Trusts will prompt you for a different location for the following:. Like the Client Manager, the Form Manager and the various templates views, the Advanced Network view is now presented in a table. You can take advantage of the different functionalities available in those views to customize the display according to your requirements and perform searches. The Advanced Network view is split into two portions that allow you to view, add, delete and define properties for the users and groups:.
Certain changes were made to the Taxprep development toolkit. It is important to read the Taxprep Development Toolkit Instructions topic and modify the properties and features in your applications in order for them to operate correctly. Here is an overview of the main changes. A section was also added to the help topic, in which is provided an explanation on how to use the Taxprep development toolkit from a. NET application.
You can now install Taxprep for Trusts silently using the Windows command prompt. For more information on the silent installation, consult the page Silent Installation.
A new version of the Excel Add-in for Taxprep is available. This new version is required to use the Excel Add-in for Taxprep with the enhanced version of Taxprep for Trusts. The installation of this new version requires that you uninstall the old version of the Excel Add-in for Taxprep.
Uninstall is supported by the new Excel Add-in for Taxprep installation wizard. The Apply button has been removed from the Options and settings dialog box. You must now make your modifications in the different panels and click the OK button. If you have any questions regarding the installation or use of the program, there are several options for getting help. Access the Professional Centre or the Knowledge Base for tips and useful information on how to use the program. If you are in the program and need help, press F1 to get help on a specific topic.
For your convenience, you are automatically subscribed to the Taxprep e-Bulletin , a free e-mail service that ensures you receive up-to-date information about the latest version of Taxprep for Trusts. In the Newsletter tab, select Newsletter Manager. You can also send an e mail to cservice wolterskluwer. Customer Service: cservice wolterskluwer. Tax and Technical support: csupport wolterskluwer. Skip To Main Content.
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Top About We are pleased to provide you with the third version of Taxprep for Trusts Top Converting Preparer Profiles Once your preparer profiles from last year are converted to the current year, it is important to verify that the options defined with respect to the returns of your clients and to the electronic filing of data EFILE still correspond to your situation for the current season. For more information on rolling forward client files, please consult the Help.
Taxation year after roll forward The taxation year after a roll forward cannot end after December 31, Attached notes The attached notes are rolled forward, except if this option is cleared in the roll forward data options.
Rolling forward client files prepared with ProFile Taxprep for Trusts allows for the roll forward of client files saved with version Top Version 3. Top Modifications Made to Version 2. Top Version 1. Top Technical Information Technical Changes We are proud to present the many technical changes to the enhanced version of Taxprep for Trusts.
Enhancements to the user interface The following enhancements have been made to the interface to refine the display of the many Taxprep for Trusts views: A single toolbar: The Standard and Advanced toolbars have been merged into a single toolbar that is always displayed which content adjusts according to the view selected.
This new toolbar also provides new buttons with a more intuitive design. Access to the views: The shortcut bar that was available on the left side of the main screen of Taxprep for Trusts was replaced by the button.
When you click this button, a menu displays to allows you to select the desired view. Zoom: The tool allowing you to resize the form is now available in the right corner of the status bar.
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