04 June 2020
Owner and administrator logons can change client list names in myIR under the tax preparer tab.
To change the name go to:
- Manage agency
- By list
- List access
- List details
- List name
The select Add – where you can then change the name.
Owner and administrator logons can change client list names in myIR under the tax preparer tab.
To change the name go to:
The select Add – where you can then change the name.