Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

Select a Client from the Open Client Files

During the same work session, you can open numerous client files simultaneously. The Client list displays all of the open client files as well as the names of the clients whose returns are in each open client file.

	The Client list is available in the toolbar when the Tax Return view or the Form Manager is displayed.
	The client files are identified by the file extension.
	Name of active client(an active client is the client whose tax data is currently displayed on-screen).

To go from one client to another among the open client files, proceed in one of the following manner:

• In the Client list, click the name of the client you want to select.
• Press Ctrl+J to display the content of the previous client file in the list.
• Press Ctrl+M to display the content of the next client file in the list.
• On the View menu, click Switch to Spouse  to display either the taxpayer or the spouse’s return saved in the same client file.

• Press Alt+F7 to access the returns of a family that are saved in the same client file.