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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. |
Search Through Views
The research tool available on the Advanced toolbar allows you to do a search within a view (such as the Client Manager, the EFILE Log view.) that has information displayed in the form of a table. For example, you can search for a client's name in the list of clients displayed in the Client Manager.
Personal Taxprep performs a search in the list that is displayed on the screen. Thus, if you have applied a filter, the search will be performed in the filtered list.
How to search in a table
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