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Access Tax - Reassign the tax agent name and number in Access Tax

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Reassign the Tax Agent details

  1. Click on the Settings (cog) icon in the top right-hand corner of Access Tax.

  2. Select Agents.

  3. Click on the Tax Agents Code and delete the tax agent number.

  4. Click Save.

  5. Choose from the following 2 options:

    1. Reassign them to agent - select the dropdown arrow and choose from the list of existing tax agents.

    2. Reassign them to the new agent - type in the new tax agent number followed by the tax agent name.

  6. Click Reassign.

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