Consultant - TaxPayer Dashboard

The consultant can manage taxpayer account through the consultant taxpayer module.

Click ‘Taxpayer’ at the sidebar menu to Consultant Payers page

• Enter Tax ID, Email, or Phone number
• Click ‘Filter’ to complete search
• Click ‘Reset’ to refresh filter action
• Click ‘ Sit’ icon to assign office
• Click ‘ X’ icon to remove taxpayer

ASSIGN OFFICERS

• Click 'Sit' icon
  View assign officers pop

• Search for officer(s)to assign from drop-down
• Click 'Assign Officer' to assign an officer
• Click 'Cancel' to close off assign action

REMOVE TAXPAYER

• Click 'X' icon
  View pop prompt
• Click 'YES, NEXT' to remove
• Click 'CANCEL' to close off the remove action