Platform

Error: The client with the same TFN has been detected

Cause
You'll get this error when signing returns for lodgment, and there are 2 or more client's with the same TFN.
Solution
The records have to be merged or one of them deleted.
To merge client records A and B:
  1. Export client A record to the file by right-clicking on the client’s record and selecting
    Export client to file (with docs)
     menu.
  2. Delete client A's record by selecting File, then Delete client.
  3. Right-click on client B's record and select
    Change client code to…
  4. Change client B's code to client A's code.
  5. Import client A from the export file by selecting
    File
    ,
    Import data
    , then
    Import exported clients
    .
  6. Select the records you wish to import (merge) in to client A (ex B).
To delete a redundant client record:
  1. Unmark the
    Active
     checkbox on left-hand-side navigator.
  2. Click on TFN column header to sort clients by TFN.
  3. Locate client by TFN and find below another client record with the same TFN.
  4. Delete the redundant client by selecting the client record and then choosing
    File
    ,
    Delete client
    .