# Client Manager **URL:** https://www.protaxcommunity.com/c/client-manager/16.md [Latest](https://www.protaxcommunity.com/latest.md) · [Categories](https://www.protaxcommunity.com/categories.md) · [Tags](https://www.protaxcommunity.com/tags.md) --- ## [About the Client Manager category](https://www.protaxcommunity.com/t/about-the-client-manager-category/205)
**Author:** [@Elizabeth](https://www.protaxcommunity.com/u/Elizabeth)\ **Replies:** 0
Questions and feedback about TaxCycle's Client Manager --- ## [Client Server...more issues](https://www.protaxcommunity.com/t/client-server-more-issues/12899)
**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Replies:** 2\ **Last updated:** [October 2, 2026, 8:53pm UTC](https://www.protaxcommunity.com/t/client-server-more-issues/12899 "2026-10-02T20:53:55Z")
This kind of stuff drives me nuts in “professional software”. Why isn’t the status ON the main screen all the time…seems logical to show? …and when it does actually start…then…there’s nothing: After waiting an i… --- ## [CM Won't Populate 2025 T2 files](https://www.protaxcommunity.com/t/cm-wont-populate-2025-t2-files/11716)
**Author:** [@wilco](https://www.protaxcommunity.com/u/wilco)\ **Replies:** 0\ **Last updated:** [January 12, 2026, 7:20pm UTC](https://www.protaxcommunity.com/t/cm-wont-populate-2025-t2-files/11716 "2026-01-12T19:20:00Z")
The Client Manager won’t populate the list for Quick Searches for my 2025 files. This is the case for T2, T4 and T5 files…don’t know about T1 files yet. Since July, I’ve been expecting an update to fix this problem…. I… --- ## [Client Manager - Out of memory issues](https://www.protaxcommunity.com/t/client-manager-out-of-memory-issues/11324)
**Author:** [@RobGP](https://www.protaxcommunity.com/u/RobGP)\ **Replies:** 8\ **Last updated:** [September 21, 2025, 7:18pm UTC](https://www.protaxcommunity.com/t/client-manager-out-of-memory-issues/11324 "2025-09-21T19:18:01Z")
Hello, based on what I can tell, Tax Cycle is a 32-bit application. When running Client Manager, we continue to run into memory errors. From what I understand, adding more RAM won’t resolve the issue. Is Data Mining my o… --- ## [Return started and e-filed - field names?](https://www.protaxcommunity.com/t/return-started-and-e-filed-field-names/10909)
**Author:** [@RobGP](https://www.protaxcommunity.com/u/RobGP)\ **Replies:** 2\ **Last updated:** [June 9, 2025, 4:10pm UTC](https://www.protaxcommunity.com/t/return-started-and-e-filed-field-names/10909 "2025-06-09T16:10:06Z")
Hello, I’d like to generate an Excel extract that shows the date a T1 return is carried forward or started (if not carried forward), as well as the date it’s e-filed. Is it possible to query these fields? --- ## [Client manager seem buggy now](https://www.protaxcommunity.com/t/client-manager-seem-buggy-now/10347)
**Author:** [@james1](https://www.protaxcommunity.com/u/james1)\ **Replies:** 10\ **Last updated:** [March 20, 2025, 5:11pm UTC](https://www.protaxcommunity.com/t/client-manager-seem-buggy-now/10347 "2025-03-20T17:11:15Z")
Anyone else running into issues with client manager? I open the program go to do a search by typing in the client name, I then get the spinning wheel of death for a several seconds until the search bar clears , the spi… --- ## [Client Manager - Duplicate Clients in List](https://www.protaxcommunity.com/t/client-manager-duplicate-clients-in-list/10244)
**Author:** [@kevin](https://www.protaxcommunity.com/u/kevin)\ **Replies:** 1\ **Last updated:** [March 8, 2025, 6:50pm UTC](https://www.protaxcommunity.com/t/client-manager-duplicate-clients-in-list/10244 "2025-03-08T18:50:36Z")
In the Client Manager I get duplicate copies of client returns. Only one of the two or three listed opens the actual file. Why does this occur and is there a way of getting rid of the extra’s without having to reconnec… --- ## [Communication column in client manager not capturing info](https://www.protaxcommunity.com/t/communication-column-in-client-manager-not-capturing-info/9804)
**Author:** [@grangers2016](https://www.protaxcommunity.com/u/grangers2016)\ **Replies:** 0\ **Last updated:** [January 23, 2025, 7:51pm UTC](https://www.protaxcommunity.com/t/communication-column-in-client-manager-not-capturing-info/9804 "2025-01-23T19:51:32Z")
I am using the client contact layout in client manager. There are a handful of clients where the Communications box is blank, yet when I go to the file there is a selection in the method of communication field on the en… --- ## [Client Since field](https://www.protaxcommunity.com/t/client-since-field/8170)
**Author:** [@wilco](https://www.protaxcommunity.com/u/wilco)\ **Replies:** 1\ **Last updated:** [March 27, 2024, 6:31pm UTC](https://www.protaxcommunity.com/t/client-since-field/8170 "2024-03-27T18:31:40Z")
Where does the client manager get the year it shows in the ‘client since’ field? There’s no field within the T1 or T2 files (that I can find), so where is getting the year. More importantly, how do I edit this field? --- ## [Mass update client info data?](https://www.protaxcommunity.com/t/mass-update-client-info-data/7754)
**Author:** [@RobGP](https://www.protaxcommunity.com/u/RobGP)\ **Replies:** 3\ **Last updated:** [February 4, 2024, 11:19pm UTC](https://www.protaxcommunity.com/t/mass-update-client-info-data/7754 "2024-02-04T23:19:26Z")
Wondering if it’s possible to do a mass update on client info fields. I’ve noticed a number of client files have misspelled city names. For example “Vancouvre” instead of “Vancouver”. --- ## [Client Manager speed](https://www.protaxcommunity.com/t/client-manager-speed/7733)
**Author:** [@RobGP](https://www.protaxcommunity.com/u/RobGP)\ **Replies:** 5\ **Last updated:** [February 4, 2024, 4:32am UTC](https://www.protaxcommunity.com/t/client-manager-speed/7733 "2024-02-04T04:32:10Z")
Hello, I’m wondering if the performance of my Client Manager Batch queries are where they should be, in terms of speed or if I may have some bottlenecks I need to investigate. My client files reside on a NAS at the offi… --- ## [Mailing List](https://www.protaxcommunity.com/t/mailing-list/7470)
**Author:** [@walt](https://www.protaxcommunity.com/u/walt)\ **Replies:** 3\ **Last updated:** [November 17, 2023, 2:56pm UTC](https://www.protaxcommunity.com/t/mailing-list/7470 "2023-11-17T14:56:02Z")
When creating a list using Client manager, I then export contact information and the exported list has less then half of the names found on Client manager. Can anyone tell me what im missing --- ## [How to disconnect a server on another computer](https://www.protaxcommunity.com/t/how-to-disconnect-a-server-on-another-computer/7462)
**Author:** [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)\ **Replies:** 0\ **Last updated:** [November 11, 2023, 9:15pm UTC](https://www.protaxcommunity.com/t/how-to-disconnect-a-server-on-another-computer/7462 "2023-11-11T21:15:49Z")
I have TaxCycle installed on 3 computers, each running a Private/Standalone Server. However, today when checking some settings in Options, I noticed this: How is it connected to a server that is unavailable? How do … --- ## [How to filter files for disability tax credit claims](https://www.protaxcommunity.com/t/how-to-filter-files-for-disability-tax-credit-claims/7307)
**Author:** [@kbowerhusul](https://www.protaxcommunity.com/u/kbowerhusul)\ **Replies:** 4\ **Last updated:** [September 12, 2023, 3:17pm UTC](https://www.protaxcommunity.com/t/how-to-filter-files-for-disability-tax-credit-claims/7307 "2023-09-12T15:17:30Z")
I would like to filter all of my files to see how many clients I have who are claiming the disability tax credit. I don’t know how or where to filter. --- ## [First time filers](https://www.protaxcommunity.com/t/first-time-filers/7278)
**Author:** [@RobGP](https://www.protaxcommunity.com/u/RobGP)\ **Replies:** 2\ **Last updated:** [August 17, 2023, 5:52pm UTC](https://www.protaxcommunity.com/t/first-time-filers/7278 "2023-08-17T17:52:21Z")
Hello, I am looking for a way to find first time filers in Tax Cycle. We’ve tried using Client Manager to search for ‘No prior year return’, but that does not always give us accurate results. For example, a client may ha… --- ## [Client manager issue (Onedrive)](https://www.protaxcommunity.com/t/client-manager-issue-onedrive/7252)
**Author:** [@Abdel-Kabir](https://www.protaxcommunity.com/u/Abdel-Kabir)\ **Replies:** 1\ **Last updated:** [August 8, 2023, 1:14pm UTC](https://www.protaxcommunity.com/t/client-manager-issue-onedrive/7252 "2023-08-08T13:14:32Z")
Hello, I installed TC on another computer and used a shared profile. My files are on Onedrive. Once back to my first computer, I no longer see the files in the client manager. However, if I open a file, it appears. … --- ## [Client Manager 2023](https://www.protaxcommunity.com/t/client-manager-2023/6439)
**Author:** [@cheryl](https://www.protaxcommunity.com/u/cheryl)\ **Replies:** 39\ **Last updated:** [July 28, 2023, 4:07pm UTC](https://www.protaxcommunity.com/t/client-manager-2023/6439 "2023-07-28T16:07:04Z")
Hi does anyone use a CRM to integrate with tax cycle. the task of managing clients is increasingly challenging when good portion of practice is virtual. the numerous emails/ecouriers with slips and information, signatu… --- ## [Search for non-Canadian residents](https://www.protaxcommunity.com/t/search-for-non-canadian-residents/6670)
**Author:** [@jim\_burch](https://www.protaxcommunity.com/u/jim_burch)\ **Replies:** 4\ **Last updated:** [March 8, 2023, 10:09am UTC](https://www.protaxcommunity.com/t/search-for-non-canadian-residents/6670 "2023-03-08T10:09:32Z")
Is there a way to use the Client manager to search for non-Canadian citizens. We want to create a listing to review for possible UHT filing requirements. --- ## [Search File Name in Client Manager](https://www.protaxcommunity.com/t/search-file-name-in-client-manager/6599)
**Author:** [@jeremy1](https://www.protaxcommunity.com/u/jeremy1)\ **Replies:** 1\ **Last updated:** [February 25, 2023, 7:16pm UTC](https://www.protaxcommunity.com/t/search-file-name-in-client-manager/6599 "2023-02-25T19:16:04Z")
I’ve browsed the documentation and this forum for the Client Manager Search feature to have the search system look at the file name of a return. I have a lot of clients where spouses have different last names. It would b… --- ## [Status Indicators](https://www.protaxcommunity.com/t/status-indicators/6455)
**Author:** [@Arliss](https://www.protaxcommunity.com/u/Arliss)\ **Replies:** 3\ **Last updated:** [January 21, 2023, 4:08pm UTC](https://www.protaxcommunity.com/t/status-indicators/6455 "2023-01-21T16:08:45Z")
Status indicators in the client manager seem to be messed up in the TSlips modules for me. Anyone else have this issue? --- ## [Search on custom fields in client manager](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105)
**Author:** [@TimParris](https://www.protaxcommunity.com/u/TimParris)\ **Replies:** 6\ **Last updated:** [November 8, 2022, 9:47pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105 "2022-11-08T21:47:35Z")
How would I run a selection on custom fields within the client manager? --- ## [Client Manager Filter Change](https://www.protaxcommunity.com/t/client-manager-filter-change/5738)
**Author:** [@kevin](https://www.protaxcommunity.com/u/kevin)\ **Replies:** 0\ **Last updated:** [April 5, 2022, 2:47pm UTC](https://www.protaxcommunity.com/t/client-manager-filter-change/5738 "2022-04-05T14:47:51Z")
In prior years, you could choose the filter on any of the column headings (like this) and choose All the items or any number of items. You could check all items and then uncheck on or more to exclude some. This featu… --- ## [Batch column headings](https://www.protaxcommunity.com/t/batch-column-headings/5635)
**Author:** [@matthew](https://www.protaxcommunity.com/u/matthew)\ **Replies:** 0\ **Last updated:** [March 19, 2022, 12:15am UTC](https://www.protaxcommunity.com/t/batch-column-headings/5635 "2022-03-19T00:15:45Z")
When selecting files and creating a batch, it seems that the column headings the name is combined rather than a column for first name and a column for last name. As a result we can’t sort by last name. Then when we prin… --- ## [Client Manager - Review Filed T4/T5](https://www.protaxcommunity.com/t/client-manager-review-filed-t4-t5/5504)
**Author:** [@kevin](https://www.protaxcommunity.com/u/kevin)\ **Replies:** 9\ **Last updated:** [March 1, 2022, 2:54am UTC](https://www.protaxcommunity.com/t/client-manager-review-filed-t4-t5/5504 "2022-03-01T02:54:17Z")
I am going through my T4’s and T5’s to make sure they’re all filed. I have a profile setup in Client Manager that uses the “T4 Internet” column. I’m wondering why the Client Manager doesn’t show the “happy face” in t… --- ## [Client Manager Issues](https://www.protaxcommunity.com/t/client-manager-issues/5320)
**Author:** [@rebecca1](https://www.protaxcommunity.com/u/rebecca1)\ **Replies:** 35\ **Last updated:** [January 25, 2022, 2:09pm UTC](https://www.protaxcommunity.com/t/client-manager-issues/5320 "2022-01-25T14:09:58Z")
Hello, Is anyone else having issues with client manager? I go to search and it wont find any files, even though everything is indexed correctly? Any suggestions would be great!!! --- ## [Refresh Tracking sidebar](https://www.protaxcommunity.com/t/refresh-tracking-sidebar/4618)
**Author:** [@larry](https://www.protaxcommunity.com/u/larry)\ **Replies:** 2\ **Last updated:** [April 29, 2021, 5:05pm UTC](https://www.protaxcommunity.com/t/refresh-tracking-sidebar/4618 "2021-04-29T17:05:56Z")
Not sure if Client Manager is the right category for this question. I have found that the tracking sidebar is not updating automatically or right away. For example, if a T183 has been sent to the client for signature, … --- ## [Search result for dividends](https://www.protaxcommunity.com/t/search-result-for-dividends/3979)
**Author:** [@jbyte](https://www.protaxcommunity.com/u/jbyte)\ **Replies:** 1\ **Last updated:** [January 27, 2021, 7:31pm UTC](https://www.protaxcommunity.com/t/search-result-for-dividends/3979 "2021-01-27T19:31:54Z")
Hi, I am trying to find a search for T2’s that would list any dividends, or even salaries (on the return) for the purpose of tracking T5’s or even T4’s that need to be prepared. I do have a list ongoing, and can review… --- ## [Indexing - files not showing up](https://www.protaxcommunity.com/t/indexing-files-not-showing-up/3684)
**Author:** [@SmallBizGuy](https://www.protaxcommunity.com/u/SmallBizGuy)\ **Replies:** 1\ **Last updated:** [September 5, 2020, 1:04am UTC](https://www.protaxcommunity.com/t/indexing-files-not-showing-up/3684 "2020-09-05T01:04:25Z")
I’m having somewhat inconsistent experiences with CM and indexing. Typical example: I have a filter set as follows: I have a second filter set as follows: (the 2008 is an error I think…) Nonetheless, there are fi… --- ## [How do I widen the Clent Name column in Manager?](https://www.protaxcommunity.com/t/how-do-i-widen-the-clent-name-column-in-manager/3461)
**Author:** [@thomasvennercfp](https://www.protaxcommunity.com/u/thomasvennercfp)\ **Replies:** 4\ **Last updated:** [May 7, 2020, 6:01pm UTC](https://www.protaxcommunity.com/t/how-do-i-widen-the-clent-name-column-in-manager/3461 "2020-05-07T18:01:25Z")
I cant seem to widen the client name column so I can see names, just wide enough for 1 letter, ver frustrating. Some other columns seem to allow me to drag them open wider? --- ## [Client Manager Issue](https://www.protaxcommunity.com/t/client-manager-issue/3378)
**Author:** [@thomasvennercfp](https://www.protaxcommunity.com/u/thomasvennercfp)\ **Replies:** 7\ **Last updated:** [April 25, 2020, 9:54pm UTC](https://www.protaxcommunity.com/t/client-manager-issue/3378 "2020-04-25T21:54:45Z")
Hasn’t worked in days, keeps saying server is unavailable? [Next page](https://www.protaxcommunity.com/c/client-manager/16.md?page=1)