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Personal Taxprep 2018.1

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.

About Client Manager

The Client Manager is your main entry point to Personal Taxprep. Effectively, several client files can be selected from the Client Manager in order to make one of the following operations:

open returns;
create groups;
roll forward data;
recalculate returns;
import data;
generate reports on your clients;
print returns and reports;
EFILE;
EFILE (This could be the transmission of Taxprep Print Service requests, T1013 forms, T1135 forms, pre-authorized debit agreements or returns to the tax authorities.); and
consult the print history, roll forward and electronic transmission requests made from the Client Manager.

To access it, click the button located to the left, then click Client Manager.

	The Client Manager displays the basic information stored in the files. By using the filters, you may extract any type of information from your clients' tax data and it will appear in the Client Manager.
	To display the files to roll forward, click the Filter button , then Files to Roll Forward, then select the type of files you want to roll forward. The Filter button also offers you options to filter the content of the Client Manager and to consult the history.
	The Client Manager displays the list of client files saved in several folders if you specify it by clicking the Client files location button .
	When a client file is protected by a password that is not listed on the password list, wildcard characters are used to hide the social insurance number.
	The properties pane displayed at the bottom of the window allows you to manage the different statuses of the returns and to create a note for each one.
	The status bar gives the following information: the text searched in the selected column; the total number of items; the number of selected items; and different statuses of the selected client file (opened, password protected and locked data).

How to using filters in the Client Manager

When you use a filter in the Client Manager for the first time, you will observe a certain delay before the result is displayed; however, when the same filter is used subsequently, the delay will be much shorter.

The reason for this situation is the following: the first time that you use a filter to filter the content of the Client Manager, Personal Taxprep opens each client file that is in the list of folders where the search is done and saves them in a hit list, then displays the results. If you use the same filter at a later date, Personal Taxprep compares the list with the client files in the list of folders and updates the list if any differences are detected. This procedure is much more rapid because Personal Taxprep only opens the new client files.

You will find below a few tips for optimizing the performance of the Client Manager when you use filters:

Reduce the number of folders included in the list of folders where Personal Taxprep does the search for client files. For example, if Personal Taxprep must search through your entire hard drive, the delay for displaying the client files in the Client Manager will be much longer.
Save the client files in a permanent location. For example, if you move several client files from one folder to another each day, Personal Taxprep must open each client file saved in the new location in order to update the hit list required for the Client Manager.
Limit the complexity of the customized filters. The number of cells included in the conditions of a filter increases the amount of data that must be found in the client files.

Note: In the current version of Personal Taxprep, you may view the client files with an extension that corresponds to the current taxation year.
For example, inPersonal Taxprep2017, the Client Manager can display client files with an extension .117