How to rearrange the dashboard

Once you have selected a taxpayer in the portal, you're able to amend the standard layout of your summary dashboard screen.

Click on the 'Edit layout' button on the right-hand side of your screen and your layout will become modifiable.

Just click and drag the boxes to adjust their order and when you are happy return to the right-hand side and click 'Save layout'.

Please note: Adjusting your layout on one taxpayer will change the layout across all taxpayers you manage.