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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. |
Recalculate Data
Personal Taxprep allows you to recalculate the data in the active client file or a group of client files from the Client Manager.
This feature is very useful if you make a change in the preparer profile or in the rate table; this way you can avoid opening the client files one by one to recalculate them.
The following returnsclient files cannot be recalculated from the Client Manager:
- Password-protected returnsclient files;
- ReturnsClient files opened by you (when opened in the Client Manager) or by another user; and
- ReturnsClient files for which you do not have the necessary write access to change the data.
How to recalculate data in the active client file
- To recalculate the data in the active client file from the Tax Return view, click Recalculate on the Tools menu.
How to recalculate several client files
To recalculate the data in several client files, proceed as follows:
- Display the Client Manager.
- Select the client files for which you want to recalculate the tax data. If necessary, use the available filters to reduce the length of the list appearing in the table.
- On the Tools menu, click Recalculate Selected Tax Returns.
- Click Yes to confirm.
Note: Personal Taxprep will display a log after the operation is completed. Personal Taxprep will inform you if data recalculation was successful for each return
or not. If you want to print the log for reference purposes, click Print.