See main menu -> Configure -> General Options
The defaults supplied by the program may be sufficient for most users. If you need to deviate, you can modify the configuration options at will.
(not recommended unless you are comfortable in making some changes on your own.)
Data Directories: Click Configure -> General Options -> Data Directories. Ensure that the Current and default directories are what you need.
Print templates: Click Configure -> Print Templates. You can click 'Remove All' then 'Add All'. Then you can remove unwanted forms from the right hand panel by double clicking them.
This defines in what sequence the forms will be printed. Click Configure –> Print Sequence and Accept and Save the Print sequence presented.
(See Configure -> Print Templates)
Please review the Print Templates to ensure they contain the forms that you desire to print. (The Filing Copy to CRA T1C / Condensed is not affected by the Print Templates).
The forms will print only if there is a print Sequence for them and also contain data (have been completed).
The program provides several T1 jacket formats that are different among the provinces. These provincial variations are called T1ON, T1BC, T1SK, T1NR etc and T1GN for the ones that are common for some provinces.
Ensure that the Print Templates include only one Jacket called T1. The provincial variations (T1ON, T1BC, T1SK, T1NR, T1GN, etc) must be removed from the Print Templates (with a double click), otherwise you will get multiple printouts. The program automaticall selects the proper T1 jacket based on the province of residence. So, the only jacket that should be in the Print Templates is T1. The same concept applies to the provincial schedules S2 and S11. Only the S2PRV and S11PRV should be included in the print templates.
When Printing Current Return you still have the option to un-select any form that you do not want printed.
See Print -> Current Return. The upcoming window will show you the forms that are going to print. You have options to print for CRA (Filing copy), or Client or other combinations. You also have additinal options such as un-selecting forms you do not want to print.
• Set the Printer DPI to no more than 600 Dots per inch (DPI) via the control Panel.
• Set the Display DPI to 96 not 120.
In Windows 7 the lowest may be 100, instead of 96. If you choose a DPI higher 100, this may affect not only the display but also the printing and the margins of the printouts. See Control Panel -> Display -> Advanced Properties
The Fee Schedule is available on a Data Base (T1Fees.DBF and T1Fees.MDX). These files are distributed only once, beginning of the year and they are under your control from that point on. Any update we issue will not affect your fee schedule. To populate your Fee structure into the fees Data Base, click on Configure -> Fee Schedule. You can enter them directly as shown on the screen Or you can import it from any of the text files you may already have such as Fees-2015.txt. Enter the full path of the text file in the Box 'Full Path of Fees text file' and click the 'Import fees from a text file' button. You can modify them at will and click the 'Save' button.
You may experience a persistent error message ‘Invalid Date Format' when you run the program. Primarily this happens on Windows 7, 64 bit.
You should change the Short Date Format as described below:
Win 7 machines: Click Start ->in the Search box enter Short Date Format and once the window Region and Language comes up, click on 'Additional settings', then click the 'Date' tab and on the 'Short Date' enter MM/dd/yyyy and click Apply
Vista machines: Click Start -> Settings -> Control Panel -> Regional and Language -> Customize this format -> Date and enter mm/dd/yyyy on the short date format and click Apply
XP machines: Click Start -> Control Panel -> Regional and Language -> Customize -> Date and enter mm/dd/yyyy on the short date format and click Apply