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Before importing clients into Client Track, you must export your clients' information
first from selected software on left side and follow the instructions below. |
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| Exporting Your Clients From Tax PrepT1 into Client Track |
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Step 1 |
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In menu, go to
Go > Client Filters |
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Step 2 |
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1) After you click Client Filters, select New.
The lower part of the screen will change showing
few options.
2) Click Step 2 of 2 - Select Columns on right top corner shown above. |
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Step 3 |
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Select the checked column names to export as shown. |
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Note: Do not select any TP1s since they are irrelevant. |
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Step 4 |
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Click Save on top right corner and name the file. |
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Step 5 |
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1) Click the Tax Shortcuts button on sidebar
2) Click Client Manager icon shown above. |
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Step 6 |
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In Client Manager, click Current View icon on top. |
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Step 7 |
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Select the saved client filter from Step 4. |
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Step 8 |
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1) Go to File menu and select Export Client Manager.
2) Save the export as a csv file. |
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Step 9 |
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To import Tax Prep export file into Client Track, follow the instructions
here. |
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| Exporting Your Clients From Tax Prep T2 into Client Track |
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Step 1 |
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Follow Steps 1 to 2 in Tax Prep T1 instructions above. |
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Step 2 |
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Select the checked column names to export as shown. |
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Note: Do not select any TP2s since they are irrelevant. |
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Step 3 |
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Follow Steps 4 to 9 in Tax Prep T1 instructions above. |
