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Support IMPORTING CLIENTS Text/CSV File Microsoft Excel Act! Maximizer Sage 50 Accounting QuickBooks Profile CANTAX DT Max Tax Prep Sage Timeslips Microsoft Outlook Transfer Business Clients to Personal Tax Section Getting Started FAQs Demo Videos Support Centre Contact Us 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 From the main menu in Client Track, go to 'Tools' > Transfer Business Clients to Personal... STEP 2 Select Copy contacts entered in the Business Clients section... and click Next. 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 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 From the main menu in Client Track, go to 'Tools' > Transfer Business Clients to Personal... STEP 2 Select Move Personal Tax Clients from the Business Clients section... and click Next. 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 A pop-up will appear to confirm the move. Click Yes to continue. 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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