XPM - Merge clients
It would be helpful to merge clients in XPM where two accounts have been created (different names) and tax returns filed under each one. For example a client entered under their maiden name and married name who have filed tax returns. In our case a duplicate was accidently created when doing the return and we have no way to now shift the tax return to the correct and active client account in XPM.
6
votes
Jassie van Helden
shared this idea
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Leonide Madore commented
I agree totally
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Adelle Brown commented
In previous software I have used it will not allow you to add the same IR number to multiple clients - This would solve this problem