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T1, T2, T3
230 Client list

Print this pageForward this document  Accountant (T1, T3) and Partner (T2) keywords

Program(s) affected: T1, T2, T3 Document created: 01 27, 2012
Tax year(s): 2011 Document last modified:
Version(s): 15.01, 15.02 Problem status: Fixed in v15.10

When I enter the accountant code through the keyword Accountant (Partner for T2) to assign my client's file to a specific staff member, this is not reflected in the Client list. Why is that?

This situation will be rectified in v15.10. As a workaround, go into your client's file and select option "Change accountant" from the Management menu. Then type in the new accountant (partner for T2) code (up to four characters) that you wish to start using for this client.