How do I open up multiple tax payers and work on them simultaneously?
Answer:
Step 1: From the main CloudTax screen, Click on ‘My Taxpayers’
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Step 2: It will show all tax payers assigned to you, Select the relevant one:
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Step 3: Click on a taxpayer and note that it adds a new tab:
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Step 4: Click on the view all button to show all the tax payers again:
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Step 5: Select a different tax payer and it will create another tab:
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The multiple tabs will allow you to navigate through all the tax payers without having to close and open a tax payer.
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