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

  • Click ‘Filter’ button to carry out search action

  • Click ‘Reset’ button to restart filter option

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  • Click ‘Switch’ icon to switch to the taxpayers dashboard
    View switch pop up
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  • Click ‘Yes Next’ to complete switch action

  • Click ‘Cancel’ button close switch session action

  • A click on 'YES, PROCEED' directs consultant to taxpayer profile on which he can file a returns on behalf of the taxpayer

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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 1 year ago