How do I make transfers for a taxpayer?

How do I make transfers for a taxpayer?

How do I make transfers for a taxpayer? 150 150 Support

Using the navigational tool (located at the top of your screen) select the taxpayer for which you are looking to action transfers. From the right side of their dashboard you should see several options under ‘Quote & Transact’ including Tax Transfer. If this option does not show, the client will be a Flexi account type and will have their items transferred automatically.

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