Taxprep Forms 2021.1.0

About Client Manager

The Client Manager is your main entry point to Taxprep Forms. Effectively, several client files can be selected from the Client Manager in order to make one of the following operations:

open client files;
create groups;
roll forward data;
recalculate client files;
import data;
generate reports on your clients;
print client files and reports;
EFILE;
consult the print history, roll forward and electronic transmission requests made from the Client Manager.

To access it, click the button located to the left, then click Client Manager.

	The Client Manager displays the basic information stored in the files. By using the filters, you may extract any type of information from your clients' tax data and it will appear in the Client Manager view.
	Use a filter or group available in the Current View box to filter the contents of the list. The Current View box also allows you to view the history for the client files and slips printed, rolled forward or EFILED from the Client Manager.
	The Client Manager displays the list of client files saved in several folders if you specify it in the Search In box.
	When a client file is protected by a password that is not listed on the password list, wildcard characters are used to hide the Client ID.
	The properties pane displayed at the bottom of the window allows you to manage the different statuses of the returns and to create a note for each client file.
	The status bar gives the following information: the text searched in the selected column; the total number of items; the number of selected items; and different statuses of the selected client file (opened, password protected and locked data).

Note: In the current version of Taxprep Forms, you may view the client files with an extension that corresponds to the current taxation year as well as the client files with an extension that correspond to the next taxation year.
For example, in Taxprep Forms 2015, the Client Manager can display client files with the following extensions: .T15 (2015 taxation year) and .T16 (2016 taxation year).