CloudTax | Working on multiple tax payers simultaneously

  Answer:

Step 1: From the main CloudTax screen, Click on ‘My Taxpayers’ 



Step 2: It will show all tax payers assigned to you, Select the relevant one: 



Step 3: Click on a taxpayer and note that it adds a new tab: 



Step 4: Click on the view all button to show all the tax payers again: 



Step 5: Select a different tax payer and it will create another tab: 



 

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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