Re-open the Client Manager setup wizard
If you choose not to set up the Client Manager when you first run TaxCycle, you can re-open the Client Manager setup wizard:
- If you are on the Start screen, click on Options in the blue bar on the left. If you have a file open, go to the File menu, then click on Options.
- Expand TaxCycle and select Client Manager on the left.
- On the right, click the Setup Wizard link.