How To... Add a Tax Agent Record

 
 
To add an agent ID record, Click on the "A" in the application control section to enter the "Add" mode.
 
Enter the appropriate information and click on the "Add" button to save the record. 
 
Click on the "I" button to cancel the add mode.
 
NOTE:  The Agent ID and Name fields are required fields.
 
If an email address is entered for this agent, then statements will be generated to be emailed instead of paper copies being printed.
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