Users can enter a client's bank details directly in a client detail window to prefill the front cover of the Individual.
Log in to Tax.
Click on the Client name to open the Edit Client Details window.
Under the Bank Account area, complete the BSB, Account Number and Account Name.
Click Save.
Note: If you only use Tax, this data requires manual entry. If Tax is integrated with Access Practice Management, the client's bank details will synchronise.