You can add, edit, and delete client records in the Client Manager, which displays all current client information and the status of each return. You can also import previous year returns from the Client Manager. See Professional Editions – Importing Prior Year TaxAct Returns for more information.

Add Client

Click the Add a Client button. If you did not complete the Master Forms section of the setup process, you may be prompted to do so. Fill out all Master Forms prior to adding clients. See Professional Editions – Setting Master Forms Defaults for more information.

1. Select Add New 202Y Client to complete the new client contact and basic information portion of the return, then click OK.
2. Click Client and fill out the basic information for the client.
3. Click Preparer to assign a preparer, set the Return Status and Payment Status, and make any related notes.
4. Click OK to save the client record and create a new return. (Turn on auto-save if prompted).

Delete a Client

To delete an existing client return from your Client Manager window:

1. From within your TaxAct Professional Edition program, click Clients in the options bar to view the Client Manager window (if it is not already visible).
2. Click to select the client return you want to delete.
3. With the client return selected, you may use one of the following methods to delete it:
   • Click File in the upper menu bar, then click Delete Client Return…
   • Click Remove Client at the top of the Client Manager window.
   • Right-click the client, then click Remove Client(s).
4. In the window that appears, click Yes if you want to delete the actual return file from your computer, or No to just remove the name from the Client Manager window (the return file will remain where you saved it locally or online).

Edit a Client

To edit Client Information:

1. From within your TaxAct Professional Edition program, click Clients in the options bar (if you are in a return), then click Client Manager (if that screen is not already visible)
2. Right-click the client record you wish to modify or click three stacked dots next to the client to toggle quick actions
   • Alternatively, double click the client record to open the client return. The return opens in Forms Explorer, where you may edit or review forms directly.
3. Click Edit Client and then click Information.

In the Taxpayer section (this section only appears for Form 1040 clients), you can edit:

• Basic information
• Address
• Phone number
• Email address

In the Client Information section (this section does not appear for Form 1040 clients), you can edit:

• Basic Information
• Address

In the Contact Information section (this section does not appear for Form 1040 clients, you can edit:

• Phone number
• Email address

In the Return Information section, you can edit:

• Preparer
• Return Status
• Payment Status
• Amount Paid
• Date Delivered

In the Appointments section, you can view upcoming appointment subjects and start times

NOTE: There may be a short delay before you see the updated information on the Client Manager screen.

 Related Links

• Professional Editions – Rebuilding Client Manager Information


• Professional Editions – Setting Master Forms Defaults
• Professional Editions – Importing Prior Year TaxAct Returns