General Options

General options for each tax module allows you to change the colour and background of forms.

1. To open Options from the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.

2. On the left side of the dialog box, expand the T1/TP1 (or any other module) section, then click on General to set the same options for all years. Or, expand General and click on a year to set different options for each year.

3. Click the dropdown menu to choose the colour used for forms. To distinguish between family members as you prepare returns, you can set different colours for the Principal taxpayer, Partner (spouse) and any Dependants. (This menu includes options for monochromatic and high contrast forms.) 

4. Check the Colour by gender box to activate the dropdown menus that allow you to assign a colour based on whether Male or Female is selected on the Info worksheet.

5. Check Automatically lock files when they are completed to enable file locking as soon as a file is considered complete. See the File Locking help topic for more information.

6. If you have set the default folders for saving returns, click the Folders link to jump back to Folder Options.