Consultant- Assigned Taxpayer
This allows consultant view and manage assigned taxpayers
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Click ‘My assigned taxpayers’ at the sidebar
You will be directed to view assigned taxpayer page -
Enter Tax ID, Email, or phone number for a search result
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Click ‘Filter’ button to carry out search action
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Click ‘Reset’ button to restart filter option
![Assigned Taxpayer.png 2845](https://files.readme.io/1ca01f1-Assigned_Taxpayer.png)
- Click ‘Switch’ icon to switch to the taxpayers dashboard
View switch pop up
![Switch Session.png 2862](https://files.readme.io/4bd0ba3-Switch_Session.png)
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Click ‘Yes Next’ to complete switch action
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Click ‘Cancel’ button close switch session action
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A click on 'YES, PROCEED' directs consultant to taxpayer profile on which he can file a returns on behalf of the taxpayer
![Consultant corporate acct switch.png 1332](https://files.readme.io/74c4e72-Consultant_corporate_acct_switch.png)
On this switched account, a consultant can perform any activity on behalf of the corporate account inclusive of the PAYE Schedule Bill generation (for either local, expatriate, contracts employee etc.)
Updated over 2 years ago