First, log in to your Taxbotic primary account and click 'import ' from the client returns listing page. The import option is not available via team accounts.

Next download the CSV template from the "Bulk Client Returns Upload" pop-up by clicking on the "Download CSV Template" link in blue.

In the CSV template, add the client's First name, Last name, Client email, Tax year and Team member's email that you would like to assign to this client. The format of the CSV should not be changed.

Once added, upload the CSV file to the "Bulk Client Returns Upload" pop-up.

Click on "Import" next and your client returns will be added to your Taxbotic account.

Please note that family returns cannot be added via CSV template. To add a family return, edit the client returns under which you would like to add a family member. On the edit return pop-up, click on the "+ add family returns" button to add a family return.

Here are some things to note for the team assignment

Case-1 - If no team member is added against the client in the CSV template, then by default the main accountant i.e. the primary accountant will be set as the "Primary Contact" for the client.

Case-2 - If a team member is added against the client in the CSV template, then by default the team member that is added will be set as the "Primary Contact" for the client.

Case-3 - If multiple team members are added against the client in the CSV template, then by default the first team member added will be set as the "Primary Contact" for the client.

💡 Tip

Need more help? Reach out to us at help@taxbotic.com or visit our other guides.