Clients - Ability to amend client details in Tax tab
We are unable to edit and save any details in the clients' Tax Tab in new beta XPM. We need to be able to do this ASAP.
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Hi Katie, thanks for raising this with us in the practice experience beta forum. Our team have been working quickly to resolve issue and I'm pleased to share that this should be fixed so you can now edit and save details in the clients Tax tab. 🙂