FAQ: How can I draw a list of my clients for whom I have submitted returns/declarations?

To draw a list of all your clients for whom you have submitted returns/declarations, click:

  • Organisation
  • Rights Groups
  • Manage Groups
  • Manage Payers
  • System Default.

All your clients should be listed in alphabetical order.

Top Tip: If all your clients aren’t listed, click Add All Taxpayers to Group. Copy and paste the names to create a list which can be saved.

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