Open One or More Client Files

Generally, returns are opened from the Client Manager; from this location you can open one or more returns.

To open a single return from the Client Manager, do one of the following:

  • Double-click the selected return.
  • Select the return with the Up or Down arrow keys and press Enter.
  • Select the return, right-click and then click Open.
  • Select the return and press Ctrl+O.
  • On the File menu, click Open.

To open more than one returns, proceed as follows:

  1. In the Client Manager, select the returns that you want to open.
    To quickly select all items in Client Manager, press Ctrl+A.
  2. On the File menu, click Open.

For more information about opening client files created with a previous version, consult the "Open Client Files Created with a Previous Version of Taxprep for Trusts" page.

Note: Taxprep for Trustscreates client files with file name extensions in which the last two characters are based on the taxation year-end date. For example, if the taxation year-end date of a trust is December 31, 2023, the client file name extension will be .124. With this version, you can create and open client files with extensions of .124 and .125.