Calendar

Calendar

Calendar functionality has been provided for use when a client’s location is required for tax purposes. The client will be able to use this feature in the portal and no setup is required from the tax advisor to enable this.

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As a client defines working days and working periods in the portal, these will appear in the tab under the “Active Records” view. Each record contains date and location details that can be required by certain tax calculations.

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Once the client has finalised and submitted a calendar record, it will be displayed under the “Submitted Records” view. Use the view selector (the downward-facing arrow beside the view name) to move between active and submitted records

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