How to Add an Account

Created by Heather Zeh, Modified on Thu, 22 Sep 2022 at 03:20 PM by Heather Zeh

1. Click the Tax Client icon in the parallels application

2. Click the Account tab and choose quickview from the dropdown

3. Click the New button

4. Enter the New Account information including Values and Exemptions for each Tax Unit

5. Click the Save button