Personal Taxprep 2018.3

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.

Properties Pane

The properties pane displayed at the bottom of the Client Manager allows you to enter a note and keep track of the different return statuses.

This portion of the properties pane allows you to keep track of and manage the different statuses of a return or the returns of members of a family.

This section of the properties pane allows you to keep track and manage the different return statuses.

Enter the information about the return. Personal Taxprep will save the note.