Transfer Business Clients to Personal Tax |
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In Clear Biz, you can easily transfer your business clients to the personal tax section.
Follow the instructions below on how to copy and move your business clients. |
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Copy Business Clients I Move Business Clients |
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Copy Business Clients to Personal Tax |
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STEP 1 |
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From the main menu in Clear Biz, go to 'Tools' > ... |
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STEP 2 |
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Select ... and click . |
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STEP 3 |
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1) Check off which contacts you want to copy to Personal Tax section. |
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2) Click and then click . |
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STEP 4 |
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 |
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1) Click after contacts have been succesfully copied.
2) Verify that the contact is in the Personal Clients section by browsing through the arrows or search. |
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Move Business Clients to Personal Tax |
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STEP 1 |
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 |
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From the main menu in Clear Biz, go to 'Tools' > ... |
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STEP 2 |
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 |
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Select ... and click . |
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STEP 3 |
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 |
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1) Check off which clients you want to move to Personal Tax section. |
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2) Click and then click . |
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STEP 4 |
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 |
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A pop-up will appear to confirm the move. Click to continue. |
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STEP 5 |
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 |
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1) A pop-up warning will appear to finalize the move. Click to move client.
2) Verify that the client is in the Personal Clients section by browsing through the arrows or search. |