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Transfer Business Clients to Personal Tax
In Client Track, you can easily transfer your business clients to the personal tax section.
Follow the instructions below on how to copy and move your business clients.
Copy Business Clients  I  Move Business Clients
Copy Business Clients to Personal Tax
STEP 1
Copy Business Clients Screenshot (Step 1)
From the main menu in Client Track, go to 'Tools' > Transfer Business Clients to Personal...
STEP 2
Copy Business Clients Screenshot (Step 2)
Select Copy contacts entered in the Business Clients section... and click Next.
STEP 3
Copy Business Clients Screenshot (Step 3)
1) Check off which contacts you want to copy to Personal Tax section.
2) Click Copy Selected Contacts to to Personal Clients Section and then click Finish.
STEP 4
Copy Business Clients Screenshot (Step 4)
1) Click Ok after contacts have been succesfully copied.
2) Verify that the contact is in the Personal Clients section by browsing through the arrows or search.
Move Business Clients to Personal Tax
STEP 1
Copy Business Clients Screenshot (Step 1)
From the main menu in Client Track, go to 'Tools' > Transfer Business Clients to Personal...
STEP 2
Move Business Clients Screenshot (Step 2)
Select Move Personal Tax Clients from the Business Clients section... and click Next.
STEP 3
Move Business Clients Screenshot (Step 3)
1) Check off which clients you want to move to Personal Tax section.
2) Click Move Selected Contacts to to Personal Clients Section and then click Finish.
STEP 4
Move Business Clients Screenshot (Step 4)
A pop-up will appear to confirm the move. Click Yes to continue.
STEP 5
Move Business Clients Screenshot (Step 5)
1) A pop-up warning will appear to finalize the move. Click Yes to move client.
2) Verify that the client is in the Personal Clients section by browsing through the arrows or search.
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