How to Transfer a Tax Lien in Tax Client

Created by Heather Zeh, Modified on Mon, 19 Sep 2022 at 02:00 PM by Heather Zeh

1. Double click the Tax Client icon in Parallels

2. Search for the account you want to transfer the tax lien from

3. Choose Account Information from the drop down in the account tab

4. Click the Edit button

5. Enter the Lien Transfer Date and click the Save button

6. Add a note for the transfer