Client Selection Screen Icons
File Menu
Edit Menu
View Menu
Utilities Menu
Help Menu

Client Selection is the area where you select or create clients to prepare returns for, perform certain client file management functions, and run batch processing. Clicking the column header will sort the column in ascending or descending format (figure 1).

(figure 1)

Client Selection Screen Icons

(figure 2)

Refer to figure 2 above for items a through l.

1. New – Selecting this option will open the New Client window and will allow you to enter in information to create a new client (figure 3).

(figure 3)
2. Open – Selecting this option will open the tagged client.
3. Review – Selecting this option will review the selected client.
4. Copy – Selecting this option will allow you to select a data path and folder to copy the tagged clients to (figure 4).

(figure 4)
5. Delete – Selecting this option will allow you to delete the tagged clients and move them to the recycle bin. If you are sure you want to delete them, click Yes (figure 5).

(figure 5)
6. Move – Selecting this option will allow you to select a data path and folder to move the tagged clients to (figure 6).

(figure 6)
7. EF Status – Selecting this option will update the EF Status column on the Client Selection Screen.
8. PUP's – Selecting this option will open up the following window allowing you to select which states you need PUP ( Per Unit Process) codes for, for the selected returns. If you have purchased an unlimited use program, you will not need to utilize the PUP option. The window will display how many clients you've selected and allow you to go to the next or back if you realize you made a mistake (figure 7).

(figure 7)
9. Download – Selecting this option will open up the Download Clients window and will give you the option of downloading a return that has been uploaded to your account. You will need to type the filename that it was given when that return was uploaded in order to download the return (figure 8).

(figure 8)
10. Upload – Selecting this option will open the Upload Clients window and will allow you to upload the tagged clients to TaxWorks Support or to a TaxWorks account (figure 9).
Note: If you are uploading to an account other than TaxWorks Support, you will have to give it a name. In order for that return to be downloaded from the account, the filename must be entered through the download feature.

(figure 9)
11. Update – Selecting this option will open the Update Clients window and will allow you to update previous year clients into the current year program.
12. Scheduler – Selecting this option will open up the Scheduler allowing you to create and edit appointments.

File Menu (figure 10)

(figure 10)

1. New Client – Selecting this option will allow you to create a new client.
2. Open Client – Selecting this option will open the tagged client.
3. Import – Selecting this option will open a browse window allowing you to browse to a .csv, .tango, or .TE file to import (figure 11).

(figure 11)
4. Export – Selecting this option will allow you to export the client selection screen into a .xls or .xml file.
5. Close – Selecting this option will close the client selection screen.

Edit Menu (figure 12)

(figure 12)

1. Copy – Selecting this option will allow you to select a path to copy the tagged clients to.
2. Delete – Selecting this option will allow you to delete the tagged clients and move them to the recycle bin. If you are sure you want to delet them, click Yes (figure 13).

(figure 13)
3. Move – Selecting this option will allow you to move the tagged clients to another path.
4. Renumber – Selecting this option will allow you to renumber the tagged clients.
5. Data Paths – Selecting this option will allow you to add new data paths or edit/delet existing ones.
6. New Folder – Selecting this option will allow you to add a new folder to the current data path (figure 14).

(figure 14)
7. Delete Folder – Selecting this option will allow you delete the current folder as long as there are no clients in the folder. Click Yes if you are sure you want to delete the folder (figure 15).

(figure 15)
8. Recycle Bin – Selecting this option will allow you to view and restore clients that have been deleted from the client selection screen (figure 16).

(figure 16)

View Menu (figure 17)

(figure 17)

1. Review – Selecting this option will review the selected client.
2. Refresh EF Status – Selecting this option will update the EF Status column on the Client Selection Screen.
3. Refresh – Selecting this option will refresh the list of clients on the client selection screen.
4. Quick Folder – Selecting this option will open the Quick Folder Entry window and will allow you to type in the name of the folder and select which system and datapath you want to open or create the folder in (figure 18).

(figure 18)
5. Use Captions on Buttons – Selecting this option will allow you to turn the captions on the buttons on or off (figure 19).

(figure 19)

Utilities Menu (figure 20)

(figure 20)

1. Organizers – This option will only show up when the 1040 system is selected. Selecting Organizers will open up the Client Organizers window and will allow you to select clients you want to do organizers for.
2. Update Clients – Selecting this option will allow you to update previous year clients into the program. This will allow a carry forward of the client's information you request in the options.
3. Batch Process – Selecting this option will allow you to perform a specific operation with the tagged clients, such as Proccess, E-File, Save, etc. Select the operation to perform from the drop down box, and click Process.
4. Rebuild Clients – Selecting this option will rebuild the selected datapath and folder and repopulate the clients that are located in that datapath and folder to the Client Selection screen.
5. States & PUPs – Selecting this option will open up a window with all the states allowing you to check which states the selected clients need PUP codes for.
6. Upload Clients – Selecting this option will allow you to upload the tagged clients to TaxWorks Support or to a TaxWorks account.
Note: If you are uploading to an account other than TaxWorks Support, you must give it a name. In order for that return to be downloaded from the account, the filename must be entered through the download feature.
7. Download Clients – Selecting this option will give you the option of downloading a return that has been uploaded to your account. You will need to type the filename that it was given when it was uploaded in order to download the return.
8. Status Dialog – Selecting this option will open up the Status Dialog window for the selected client allowing you to change the status of the client or create a custom status for them (figure 21).

(figure 21)
9. Set Status for Group – Selecting this option will bring up a Status Dialog window allowing you to select a status for all the tagged clients (figure 22).

(figure 22)
10. Scheduler – Selecting this option will open up the scheduler allowing you to edit and create appointments.
11. Hide/Show Columns – Selecting this option will allow you to select which columns you want to show on your client selection screen (figure 23).

(figure 23)
12. Custom Sort – Selecting this option will allow you to customize how the clients are sorted on the client selection screen (figure 24).

(figure 24)
13. Appearance – Selecting this option will allow you to customize the appearance of the client selection screen. You can change the color of the font and the background as well as set an image as the background. You may also restore the default appearance settings in this window (figure 25).

(figure 25)
14. Install Sample Returns – Selecting this option will install the sample returns from the TaxWorks CD.

Help Menu (figure 26)

(figure 26)

1. Program Helps – Programs Helps is the only option under the help menu. Selecting this option will open up the prgram helps (figure 27).

(figure 27)