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