In Tax users can prefill data within a tax return. You can prefill partner details into the Tax Agent's Declaration item by following the steps below.
Log in to Tax, then click on the Settings cog icon.
Click on the Contacts tab.
Under Practice Contact Priority, click and drag Partner to the top of the list.
Click the Users tab.
Locate then click on the partner user.
At the User details area, enter the Display name and Position.
Under the Contact details area, enter a Phone number for the user.
Go to the Groups tab, and ensure the user has ticked the role, Partner.
Click Save, Ok, then click Save again to exit the Practice settings window.
Click on a client name to open the Edit Client Details window.
In the Practice Settings area, select the Partner name from the drop-down list.
Click Save.
Users can also automatically prefill the declaration date in the return.