Lesson 4: Completing the Header Details

Select the client

1. Go to File > Property Tax Return > Tax Year [2024] (select the current tax year).

2. From the client list, select the client you want to work on.

The following will walk you through the various sections of PT-50P accordingly.

1. Review and update the header details, such as the taxpayer's name, address, and contact information.

2. Ensure that all the information is accurate and up-to-date.

Next: Schedule A