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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. |
Print the Client Manager Content
The filters provided with the Client Manager allow you to extract information from any cell in the forms, which is then displayed in the Client Manager table.
How to print the content of the Client Manager
- Display the Client Manager.
- On the File menu, click Print Client Manager.
The Print Client Manager dialog box displays. - Select the printer you want to use.
- Modify the print settings, if applicable:
- Click OK.
Note: The wildcard characters displayed in Client Manager in order to protect the data confidentiality of certain client files will also be printed.