Display the Client List in the Client Manager
The list of files or clients displayed in the Client Manager corresponds to the files (or to the clients) that meet the selection criteria indicated by the selected filter and to the search in the indicated location.
When starting up Corporate Taxprep, the "File Data" filter is used by default, and the search is carried out in the folder where the files are saved by default.
To display the client list in the Client Manager, you need to indicate the following pieces of information:
- In the Current View list, select the filter or the group that you want to use.
- In the Search In box, select the folder where you want to search for the client files.