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Access Tax - Change a client residency status in Access Tax

Updated this week

Change a client's residency status

  1. Log in to Tax.

  2. Locate the client required, and select the pencil icon in the top right-hand side of the screen.​​​

  3. Untick the Resident box to indicate a non-resident, then click Save.

  4. Once this has been saved, the non-resident status will display in the Individual tax form.

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