From your agent dashboard, there are 3 main actions you can take for an individual client. Find the client on the dashboard (or via the search bar) and select the 3 dots to access the following options:
This option provides an overview of your clients details, including your clients tax return details, the current status on the progress table, their current tax calculations and their tax form status. It also offers a breakdown of what sections of the tax form are still to be completed.
You can set up your clients personal details when creating their account. To update or change these details later, select the client from your agent dashboard and select the 3 dots and select ‘Edit’, select ‘Edit’ again and make the required changes, select ‘Confirm’ when done to save the updates.
To remove a client and deactivate them from your dashboard, select the 3 dots and select Deactivate and finally Confirm, this will remove them from your active client list.
In order to add clients back to your dashboard, go to your Agent Dashboard, next, to the right of the search box, select the filter icon to expand the filter section. Select Show inactive clients and you will be able to reactivate clients by selecting the 3 dots and selecting Activate.
To act on your clients behalf you must impersonate them. Select the client via your agent dashboard and click the 3 dots and ‘Impersonate’. You’ll be redirected to your client’s dashboard, where you can't process transactions, create business sources or submit your clients return on their behalf.