1. Knowledge
  2. Change of Bank

I’m a tax agent with multiple clients, do I need to let them all know now?

No, at this stage you only need to advise those clients with existing deposit, purchase or finance arrangements in place with Tax Traders. 

For everyone else they will be advised when they next make a purchase or finance as the new bank account details will be included on the email invoice at that time.

To generate a list of clients who currently have deposits in the Tax Traders pool, please run the Global Balance Report (found under the Global Reports menu) on your agent dashboard.