Personal Taxprep 2020.1.0

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.