Overview

If you use Intuit Tax, you can create new containers within SmartVault and then redistribute your clients accordingly.

Container names must be 3 characters long (including the "-" character) and contain no spaces, such as A-A, A-B, A-C, A-F, A-H, and A-M. 

You cannot create overlapping containers (for example, A-A and A-D) and redistributing your clients from one to the other.

Creating a Container and Redistributing Clients

For the example below, we will create a 0-9 container.

1. From the Advanced view, under Container Tasks, click Create New Container. 
   
2. Enter 0-9 in the Container Name field, and then click Create Container. 
   
3. Right-click on the Clients container and select Redistribute Clients. 
   
4. Click Submit Redistribute Request. 
   
5. Right-click on the Clients container and select Refresh. Clients have been redistributed in the 0-9 container.

Important Information When Creating Containers

When creating new containers, keep the following in mind:

• You must create all of your new containers first and then redistribute your clients accordingly.
• You cannot create sub-containers (a container within another container).