View History

Taxprep for Trusts keeps a history (a history is a list of clients for whom a particular operation has been done from the Client Manager) of all roll forward, returns or slips print and transmission requests that have been made from the Client Manager.

To consult a history, proceed as follows:

1. Access the Client Manager.
2. Click the Filter button , then:

• to consult the content of a roll forward request, click Roll Forward History, then click the client file roll forward request that you want to consult.
• to consult the content of a return print request, click Print History, then click the print request that you want consult.
• to consult the content of a print slip request, click Print Slips History, then click the print slip request that you want to consult.
• to consult the content of a transmission request of slips , click EFILE History, then client the request that you want to consult.