Adding/ Switching to Another Client

Adding/ Switching to Another Client

To add a new client 


Click on ADD/ SWITCH  or   ADD PERSON  at the top of the screen.

 

Click on ADD EXTRA TAX RETURNS to add a new client/user

  

Enter the additional accounts required 



Click on BUY NOW 

 

To switch between users click on the ADD/SWITCH  button 

 

Select a new user by clicking SWITCH.