Selecting a Dataset

The Personal Tax Client List window opens immediately after you have completed the User Sign-in window. Select a dataset from the Dataset drop-down list then select a client from the list of those available in that dataset.

ThePersonal Tax Client List window will only display a list of datasets that it is able to locate. It will not list datasets only located on other users' hard drives or whose files have been deleted or moved.

If you wish to change the current dataset after your initial selection has been made, select Open... from the File menu or click with the select mouse button on the Open button from the main frame toolbar. This will open the Personal Tax Client List window. You can now select a different dataset from the Dataset drop-down list and a new client from that dataset.