Access the Returns of Family Members
When the return of one of the family members is displayed, you can proceed in one of the following manner to access the return of another family member:
- Select the taxpayer, spouse or dependant’s return in the Client list.
- Press ALT+F7.
Tip: Keep the Alt key pressed down, then use the F7 key to toggle from one return to another.
If the current return is the primary taxpayer's return, you can access the spouse’s return in one of the above mentioned manner or as follows:
- On the View menu, click Switch to Spouse;
- On the toolbar, click
.
When you access the return of another family member, Personal Taxprep displays the same form as the one that was previously displayed. If the list of form for the previous taxpayer was customized, the same list will be applied to the list of forms for the other family members.
Tip: The forms specific to the taxpayer's return, spouse's return and the dependants returns are easily distinguished since the forms are a different colour.