Filtering Clients in Client List by Tax Type

You can filter your Client List pane to display only those associated with a certain Tax Type.

  1. On the Connected Desktop main window, click View on the main menu.
  2. Hover on Client Filter to expand the menu and view your choices.
  3. Click on the Tax Type to filter by; only those clients who are associated with that Tax Type display in your Client List pane.
  4. Click All Clients to show once again all of your clients in the Client List pane.
...