Tax client file folder

Professional client tax return folders for accountants and CPAs at discount prices — no coupon needed. Enhance your professional brand with The Tax Form Gals.

You get one big chance every year to make a lasting impression on each client. One chance to highlight the time and energy you put into preparing their tax return.

They rely on you for one of the biggest financial tasks they face annually. The final results of your work, typically a large packet of documents, should be organized and presented in a way that will inspire confidence in your work. After all, repeat business is some of the best! If you can't find your file, it may have been saved under a different Windows account or to an external storage device.

Repeat these instructions in your other account s or after plugging in your external storage device. TurboTax Help Intuit. Find your tax data file. How to find your tax data file Select the Start Menu and select search or use Cortana search if you're using Windows Don't double-click the tax file in the search results to open it. You might also have saved your tax return as a PDF. You will want to copy your tax files to the new computer.

You can copy them from the old computer to the new one before you discard the old computer. You can copy them to removable media such as a flash drive, CD, or external hard drive, or you can copy them to online "cloud" storage such as Dropbox, then copy them to the new computer.

Even when you are not changing computers, you should make backup copies of your tax files on external media in case of any problem with your computer. TurboTax does not have copies of your tax files when you use the CD or download software.

The files are only on your own computer and any backup copies that you make. View solution in original post. You are posting from desktop software. If you are going to change computers then back up all your important files on a CD or flash drive. I suggest printing paper copies of tax returns as well.

When you use desktop software your tax files are not stored online with TurboTax--they are only on your own hard drive or any backup device you used. This is my mini version of a tutorial that should be in the downloaded program:.

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later. It is not available in TurboTax Online. If you want to play around with different figures and tax scenarios without affecting your original return you can ….

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:. If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

I have always used TurboTax CD and never uploaded my tax files. Looking at my tax return to file for this year, I see a "history" worksheet that has my past five years tax information!! I have a new computer and the software is also purchase this year. So, the data could not possibly have come from my computer!! How did TurboTax find this data!!

When you use the. The information comes from the file on your computer, not from Intuit.