Consultant- Assigned Taxpayer
This allows consultant view and manage assigned taxpayers
-
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
- Click ‘Switch’ icon to switch to the taxpayers dashboard
View switch pop up
-
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
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 about 2 years ago