Family Data Connection

Personal Taxprep now allows you to prepare and save the returns of all family members (e.g. parents and dependants) in a single client file.

To know how to process family members’ returns in a single client file, consult the Add Dependant's Return Help topic available in the “Returns of Family Members” section of the Technical Help.

You can also roll forward the client file, including all of the dependant returns, to a planner file.

See Also

Family Profile

Add Dependant's Return

Couple Spouse Return