Adding associate taxpayers

Here's how to add an associate taxpayer to an existing taxpayer

Adding an associate taxpayer will allow you to utilise tax from within one tax-pool across multiple taxpayers.

Access the taxpayers account

The first step is to access the account for the taxpayer you are wanting to associate other taxpayers with.

From your dashboard, navigate to the taxpayer that you wish the new taxpayer to be associated with.

Add associate taxpayer

Select Taxpayer preferences > Taxpayer settings

Scroll to the bottom of the page and add the associate

Note: the association is only one-way, so only take effect within the taxpayer/s you specifically make the associate under.