Clients

14 STEPS

1. The first step is to open TAX HOUND and click Clients

2. You can search for client returns by a variety of methods available in the drop-down box. Click in the Search box to enter your search criteria.

3. Type Search criteria like 123456

4. Click Search

5. You can also sort returns by stage. Click ALL STAGES

6. Select READY TO REVIEW

7. There are currently no returns with this status. Click READY TO REVIEW

8. Select ALL STAGES to see all returns again.

9. Click the checkbox to Hide Client List.

10. Click again to unhid the client list.

11. Click Preparer Preference Gear icon to see the available fields for the client list view.

12. Click the field you want to add to the client list view.

13. Click Save and Continue

14. That’s it. You’re done.