Batch Calculate

Updated: 2023-01-31

The Client Manager allows you to batch recalculate returns to check for changes in the files and review messages. This is a quick way to check for changes in returns after a TaxCycle update or if you've changed your options.

  1. Set up your Client Manager. See the Client Manager setup help topic.
  2. Press F3 to open the Client Manager.
  3. Find files to add to the batch. Type a keyword in the Search box, and/or select filters in the Quick Searches sidebar to narrow the results. See the Search, Quick Searches and Custom filters help topics.
  4. In the List returns view, check the boxes in the column at the far left to add to batch. Or, to check all boxes in this column, check the box in the heading of the column. See the Views help topic to learn more. Add to batch from list view
  5. In the Client card view, check the box next to the file name in the preview to add a file to batch. See the Views help topic to learn more.

    Add to batch from the client card view
  6. When you have selected all the files you need, click the batch box to go to the batch screen.
    Client Manager batch box
  7. To remove a file from the batch on the Batch screen, clear the check box in the first column.
  8. Select Calculate from the Batch operation drop-down list.
  9. Check the standard batch options you need, including:
    • Export results to an Excel® Workbook creates a CSV file containing a list of all the files that processed. If you have Microsoft Excel® installed on your computer, the file opens right away. You can also check the Include all columns if you want to see more details.
    • Hide ineligible returns means that the batch operation will exclude ineligible returns from the results
    • Clear batch selections on completion removes all returns from the batch list when the process completes.
  10. Check Save the file after recalculating if you want to change the results in the tax return. Leave it unchecked if you just want to identify potential calculation changes.
    Batch calculate options
  11. From the Calculation detail drop-down list, choose the level of calculation to apply:
    • Calculate only - Recalculate the return, but don't return the review messages with the results.
    • Calculate and update the review messages - Recalculate the return, and include an updated list of review messages for each file in the results.
    • Calculate, update review messages and optimize the return - Recalculate the return, include an updated list of review messages for each file, and optimize the calculations between spouses and family members.
      Calculation detail
  12. From the Review messages drop-down, choose the type and level of review messages to display in the results. Your choice here affects what review messages appear in the Status column for each file.
  13. You can also query up to 20 individual fields at one time.
  14. Enter a query Description. This description is used as the column heading for the result of your query. This is also used as the name of the column heading if you export to Excel®.
  15. Enter an Expression. An expression is the full path of the field code you want to get the value for. These expressions are exactly the same format as your Data Monitors' expressions.
  16. Click the pencil to the right of the Expression text box to open the Data Monitor editor and set up your expression. Learn more in the Data monitor expressions help topic. Click the X to delete the entry.
  17. Click Start to begin recalculating.
  18. As each file calculates, the results appear in the Status column. These are the outstanding review messages based on the selection you made. Unless you checked Save the file after recalculating, no changes have been made to the file, this list just shows what recalculations will occur when you open the return. Click on a link in a review message to open the file and go to the location of the message. If you resolve the message, save and close the file, the list of outstanding review messages in the batch results updates to reflect the changes.
    Results of batch calculation