How to add an associate taxpayer to an existing taxpayer

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

2. Go to 'Taxpayer Preferences' from the options on the black banner and select Taxpayer Settings from the drop-down list.

3. Navigate to the bottom of the page to the Associated Taxpayer section and click 'Add Associated Taxpayer'

4. Enter the IRD number and name of the taxpayer you wish to associated with the existing taxpayer and click 'Save'.