Recalculate Data
Taxprep Forms allows you to recalculate the data in the active client file or a group of client files from the Client Manager.
This feature is very useful if you make a change in the preparer profile; this way you can avoid opening the client files one by one to recalculate them.
The following client files cannot be recalculated from the Client Manager:
- Password-protected client files;
- Client files opened by you (when opened in the Client Manager) or by another user; and
- Client files for which you do not have the necessary write access to change the data.
How to recalculate data in the active client file