Exporting and Filtering Tax Returns in Client Management

You can view, filter, and manage a client's tax return email and print status from the Client Management page.

  1. Go to Client Management, then click your client's name to see their Client Details page.
  2. Select the returns you want to manage and click:
    • Export to CSV image1.png to download a CSV file of the Organizers list
    • Filters to find tax returns based on certain criteria. Choose your filter(s), then click outside the filter options to close the filter options. The filter options are:
      • Has the Income Tax email been sent to the client?
      • Has the Client Copy of the Tax Return been printed?
      • Has the Government Copy of the Tax Return been printed?
      • Year Range

        Image of filter menu. See information above.

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