Personal Tax (UK) | Information pulling through from HQ
When you create a tax return for a client, the system doesn't pull through their address or email, this need to be automated from the info in HQ. Not sure why it doesn't pull through, when it pulls through NI number and UTR, why doesn't it pull through address or email, we have to physically select it from drop down box
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Bonnie Connolly
shared this idea
Hi Bonnie, happy to share that the work here has now been delivered. You'll find that the clients Address, Telephone number and Email address should automatically populate in the appropriate field in Personal Tax. 😁
