Question: How to view the list of tax forms of a client?
Answer: Click the "Clients" button and search for client name using the search bar. Then, click the name of the client (sample below client is "XYZ Company") so that it will be selected.
A client is selected when you can see the name in the upper left corner of the screen (see below image in yellow box):
Once the client is selected, click "Forms" > "All" to view all the tax forms.
