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Mark clients as non-client to prevent from appearing in reports in Personal Tax

Article ID
ias-12035
Article Name
Mark clients as non-client to prevent from appearing in reports in Personal Tax
Created Date
13th October 2015
Product
IRIS Personal Tax
Problem
Is it possible to revoke a clients status so they no longer appear as a client of Personal Tax and no longer appear on the progress reports?
Resolution
Users are required to: 1. Log on to Personal Tax, select the client in question. 2. From the Client menu select Status. 3. click no to the prompt- Is this person currently a client? This will change the status of the client to a non-client of Personal Tax only, and will also prevent the client from appearing on the administration reports within Personal Tax.

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