How to import Taxpayers into CloudTax from the Practice Admin menu
Importing taxpayers into CloudTax user guide
How to access and correct validation errors found when accessing your staff list from the Practice Admin menu
How to access and correct validation errors on Taxpayers from the Practice Admin menu
How to filter my Taxpayer list by missing Year-Ends
CloudTax | Working on multiple tax payers simultaneously
CloudTax | Upload supporting documentation
CloudTax| Locking approved and submitted Provisionals
CloudTax | Mark Provisionals as manually submitted
CloudTax | List of Provisionals rejected
CloudTax | Emailing provisional returns to Taxpayer for Approval
How to filter my Taxpayer list by missing Year-Ends
