| Transfer Business Clients to Personal Tax |
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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. |
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| Copy Business Clients I Move Business Clients |
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| Copy Business Clients to Personal Tax |
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| STEP 1 |
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| From the main menu in Client Track, go to 'Tools' > ... |
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| STEP 2 |
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| Select ... and click . |
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| STEP 3 |
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| 1) Check off which contacts you want to copy to Personal Tax section. |
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| 2) Click and then click . |
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| STEP 4 |
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1) Click after contacts have been succesfully copied.
2) Verify that the contact is in the Personal Clients section by browsing through the arrows or search. |
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| Move Business Clients to Personal Tax |
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| STEP 1 |
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| From the main menu in Client Track, go to 'Tools' > ... |
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| STEP 2 |
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| Select ... and click . |
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| STEP 3 |
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| 1) Check off which clients you want to move to Personal Tax section. |
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| 2) Click and then click . |
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| STEP 4 |
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| A pop-up will appear to confirm the move. Click to continue. |
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| STEP 5 |
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1) A pop-up warning will appear to finalize the move. Click 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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