Options - Client Files

This window groups the options that apply to client files and diagnostics.
 

Options

Show AutoText suggestions

Displays suggestions for inserting text in the appropriate cells according to the data that has already been entered. By default, Cantax FormMaster saves 25 entries per form in its memory. This number can be modified.

Confirm overriding

Displays a confirmation message each time that you enter data that is calculated in a cell with a possible override.

Show diagnostics indicators

Displays a red triangle in the upper right-hand corner of cells that are linked to a diagnostic.

Recalculate automatically if Cantax FormMaster version is different

Recalculates a client file without a confirmation when it is opened with a version of Cantax FormMasterthat is different from the original used to create the client file. The amounts may vary following the recalculation. Clear the check box if you want a confirmation message to display and to have the possibility of opening the client file as a read-only file.

Recalculate automatically if the preparer profile is different

Recalculates a client file without a confirmation when it is opened with a version of the preparer profile that is different from the original used to create the client file. The amounts may vary following the recalculation. Clear the check box if you want a confirmation message to display and to have the possibility of keeping the version of the preparer profile that was used to create.


Diagnostics print settings

Portrait or landscape/
Font size

Selects the page orientation (portrait or landscape) and the font size used to print diagnostics.


File save options

Reopen forms from last work session

Allows you to open the forms as they were displayed the last time the client file was saved, regardless of who saved it.

Note that Cantax retains a list of the opened forms for a given return, as well as the curser's position, whether this option is selected or not.

Show file properties before saving

Displays the properties before the client file is saved. Once the properties are displayed, you can enter a note or lock the data.

Backup active client file every XX minutes

Saves a backup copy of the client file at the specified interval. If a work session ends abnormally, Cantax FormMaster will automatically open this copy in the next session.