This list includes all clients of the selected entity type and which have a tax year that matches the tax year you selected. Highlight the clients you want to select and then click the Select button.

To limit the list of clients that are available to select in this dialog, clear the checkbox for each type of client you do not want to include.

Click this button to limit the list of clients to only those clients with the selected year end.

This field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, click the Modify button.

Click this button to change the client status event or sorting criteria in the Event field.