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. |
Open One or More Client Files
Generally, returns are opened from the Client Manager; from this location you can open one or more returns.

To open a single return from the Client Manager, do one of the following:
- Double-click the selected return.
- Select the return with the Up or Down arrow keys and press Enter.
- Select the return, right-click and then click Open.
- Select the return and press Ctrl+O.
- On the File menu, click Open.

To open more than one returns, proceed as follows:
- In the Client Manager, select the returns that you want to open.
To quickly select all items in Client Manager, press Ctrl+A. - On the File menu, click Open.