# \#client-manager

**URL:** https://www.protaxcommunity.com/tag/client-manager/9.md

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## [B.C. manufacturing and processing investment tax credit](https://www.protaxcommunity.com/t/b-c-manufacturing-and-processing-investment-tax-credit/12979)

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**Author:** [@suncoastcpa](https://www.protaxcommunity.com/u/suncoastcpa)\
**Replies:** 1\
**Last updated:** [October 10, 2026, 1:38pm UTC](https://www.protaxcommunity.com/t/b-c-manufacturing-and-processing-investment-tax-credit/12979 "2026-10-10T13:38:12Z")

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Which form do I need to use to claim B.C. manufacturing and processing investment tax credit?

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## [Client batch manager query export to Excel](https://www.protaxcommunity.com/t/client-batch-manager-query-export-to-excel/12734)

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**Author:** [@grangers2016](https://www.protaxcommunity.com/u/grangers2016)\
**Replies:** 0\
**Last updated:** [August 12, 2026, 4:26pm UTC](https://www.protaxcommunity.com/t/client-batch-manager-query-export-to-excel/12734 "2026-08-12T16:26:21Z")

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I was doing a Batch query and exported the results to excel. I had queried some numerical fields, but when exported to excel they were not numerical cells they were general cells and all the numbers started with a $. so…

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## [CM Won't Populate 2025 T2 files](https://www.protaxcommunity.com/t/cm-wont-populate-2025-t2-files/11716)

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**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")

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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…

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## [Tax Prep vs Tax Cycle](https://www.protaxcommunity.com/t/tax-prep-vs-tax-cycle/11665)

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**Author:** [@poynterdeb](https://www.protaxcommunity.com/u/poynterdeb)\
**Replies:** 4\
**Last updated:** [December 23, 2025, 11:57pm UTC](https://www.protaxcommunity.com/t/tax-prep-vs-tax-cycle/11665 "2025-12-23T23:57:43Z")

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I have used both software programs. TaxCycle and TaxPrep. I find TaxCycle easier to use and easier to review. I find we have many mistakes in TaxPrep because it is so cumbersome to use. It is a Dos based program Ca…

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## [Can't retrieve new files in client manager](https://www.protaxcommunity.com/t/cant-retrieve-new-files-in-client-manager/9994)

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**Author:** [@Stargazer](https://www.protaxcommunity.com/u/Stargazer)\
**Replies:** 3\
**Last updated:** [February 17, 2025, 6:56pm UTC](https://www.protaxcommunity.com/t/cant-retrieve-new-files-in-client-manager/9994 "2025-02-17T18:56:29Z")

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I run TC on nas and haven’t changed anything in the set up since we opened in 2020. For about the last month, when I create or carry forward a new file, it doesn’t show up in client manager and isn’t included in quick s…