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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. |
Search Through Views
The research tool available on the Advanced toolbar allows you to do a search within a view (such as the Client Manager, the EFILE Log view.) that has information displayed in the form of a table. For example, you can search for a client's name in the list of clients displayed in the Client Manager.
Personal Taxprep performs a search in the list that is displayed on the screen. Thus, if you have applied a filter, the search will be performed in the filtered list.
How to search in a table
To search through a table, proceed as follows:
- In the Search box, enter the word or characters that you want to find.
To access the Search box quickly, press Ctrl+F.
The result of the search will be displayed in the table. If you perform another search, the result of the previous search will be cleared.
How to clear the search results
- To restore
the initial list content, click
.