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Finding and managing your tax clients

Accountants Enterprise only

The Find Tax Clients page displays a list of all your tax clients and is the starting page for managing their tax data. On this page you can:

  • display all the tax clients for a tax year in your database for a selected year.

  • search for and display a subset of tax clients that match the name, code or IRD number you specify.

  • filter the list of tax clients to display only those that match the information you require.

  • group the results so that tax clients with the same information are listed together.    

  • customise the layout of the information to suit the way you like to work by changing the information displayed on the list by sorting, adding, removing and changing the order of the columns in the list.

To open the Find Tax Client page

Click Tax  in the toolbar. The Find Tax Client  page opens and lists all the tax clients for a tax year in your database. This defaults to the current year when you open the page.

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