Note - The client returns can only be assigned via the primary accountant account i.e. the first accountant account you sign up with on Taxbotic.

There are two methods to assign client returns to the team members.

Method #1

On the client returns listing page, choose the "Edit" option from the dropdown by clicking on the three dots (...) at the end of the client listing you are looking to assign to team members.

In the edit client return pop-up, scroll to the team section. Click on the "+ add team member" button.

Select the team member from the dropdown that would like to assign the client return. Next, click "Update". The client return along with family returns will be assigned to the team member.

Method #2

On the team listing page, choose the "Assign Returns" option from the dropdown by clicking on the three dots (...) at the end of the team listing you are looking to assign client returns.

In the "Assign Tax Returns" pop-up, select the client returns you would like to assign to this team member.

Once selected, click on the "Assign" button. The team member will be able to view client returns assigned to them in their Taxbotic account.

💡 Tip

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