Step 6: Personal Data

Part 6- Accountant User Training

Louryn Butler avatar
Written by Louryn Butler
Updated over a week ago

There is a couple ways to complete the data in the Personal Summary.

Method 1: If you want to enter all personal details yourself click on the "Personal" link in the navigation bar to be taken to the Personal Projection Data Entry. Go thorough all the tabs and fill out any appropriate sections for your client. Once completed you can take a look at the projections and planners.


A. The personal summary is where you can toggle between the current and next tax year.

B. As you edit the tabs you will see the page auto saving your data with a timestamp. It will warn you if you try to navigate away before its saved.

Method 2: If you would like TPP to fill in some data from the clients federal 1040 use our "Vault" to submit the return for processing.

  1. Click on the "Vault" tab in the navigation bar and click or drag the file you would like to upload

2. After you have successfully uploaded the clients 1040 you will see some additional options. Click "Submit to TPP" to make sure it makes it into the queue. Once it has been processed you will see it says "Handled Successfully" and you will also get a notification that its been completed.

*Vault Document Processing Times*

Your documents will be processed in the order received. This generally is 1 business day but can take a little longer during the busy season.

3. Once your file has been processed review the clients personal details and make any necessary modifications. Your clients projection is now completed and you can now review the projection, report, or planners.

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