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. |
- Click the button located on the left, then click Client Manager.
- On the View menu, click Properties Pane.