How to Add Accounts to Fiduciaries

Created by Heather Zeh, Modified on Thu, 22 Sep 2022 at 03:52 PM by Heather Zeh

1. Click on the Tax Client Icon in Parallels

2. Click on the Fiduciaries tab and choose the type of Fiduciary to add an account to from the list

3. Click to highlight the name of the Fiduciary to add an account to

4. Click the Cross References tab

5. Click the New button

6. Enter the Account Number and press  Enter 2 times

7. Change the Tax Unit Year if applicable

8. Enter the next Account Number

9. Click the save button when all Accounts have been added