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Client Track Forum
Client Track Discussion
Tips & Tricks
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Macashm
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Can I make a client both a Personal and Business Tax Client?
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Topic: Can I make a client both a Personal and Business Tax Client? (Read 751 times)
Mod
Global Moderator
Newbie
Karma: +1/-1
Posts: 13
Can I make a client both a Personal and Business Tax Client?
«
on:
June 09, 2009, 08:09:50 AM »
Yes.
You can do so in a few ways:
In the Address Book, you can simply
drag and drop
your preferred contact into either category. Client Track will automaticaly prompt you with a request stating: Would you like to
copy
or
move
this client to a new category?
Simply select
copy
.
If you Edit a contact (using the pencil icon), there is a check box on the first screen (below name) that asks if you would like to make this contact a personal tax client for the upcoming tax season. Check the box and the contact will automatically be copied over.
In the Personal Tax section, under the Import button, you can choose to copy over business clients using the Import Wizard.
«
Last Edit: June 10, 2009, 10:39:54 AM by Chris
»
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audustdix
Newbie
Karma: +0/-0
Posts: 1
Re: Can I make a client both a Personal and Business Tax Client?
«
Reply #1 on:
August 01, 2009, 08:49:39 AM »
Client Track will automatically prompt you with a request stating: Would you like to copy or move this client to a new category? then after that?
________________
Irs problems
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Macashm
Administrator
Newbie
Karma: +1/-0
Posts: 13
Re: Can I make a client both a Personal and Business Tax Client?
«
Reply #2 on:
August 05, 2009, 06:55:18 AM »
When the prompt comes up asking to "Copy or Move", you can simply click
copy
if you wish to have the client as both a
Business Client
as well as a
Personal Client
. If you wish to move the client entirely from a
Business Client
to a
Personal Client
(or visversa) you can click
move
.
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