Notes regarding completion
Add only tax numbers that we are responsible for on PM.
Once the form is submitted
- Register the client on e-filing, return to this form insert the client EMAIL only and indicate whether all taxes have been registered on e-filing only.
- Register the client on practice management, return to this form insert the client EMAIL only and indicate whether the client is PM registered only.
1. & 2. Can be done simultanously
- If the contact has more than one company use the additional fields to enter data.
- The Organisation and Company 1 is the same enter both by copy & paste.