Topics

Share a Personal Tax client with Practice Management

  1. Open the client in Personal, Business and Trust Tax.
  2. Make sure that the
    Integration
     icon is grey, which means it's unlinked.
  3. Select
    File
    , then
    Close
    .
  4. Select
    File
    , then
    Share Client
    .
    note
    If the
    Share Client
     option is inactive, check that you have closed the client and that you have the required
    Integration
     permissions in Database Security.
  5. Follow the steps of the Integration wizard to select and share the client with Practice Management.
  6. If corresponding details are found in Practice Management, you'll be asked to confirm that the system has found the correct data to link to, or you can select
    Create New
    .

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax