How To... Change a Tax Agent Record

 
 
To change a tax agent record, select the Tax Agent by the Search by: CODE or NAME from the drop downs.  Make the appropriate changes and click on the "Change" button to save the changes. 
 
Click on the "Refresh" button to cancel the change mode.
 
If an email address is entered for this tax agent, then statements will be generated to be emailed instead of paper copies being printed.
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