Update & View Client Details

Introduction:

Viewing and updating client details is important for error-free workpaper creation. With just one click, you can update your Client Details directly from Xero. This guide will walk you through the steps to view and update client information in Tax Sorted.

Viewing Client Details:

Step 1: Navigate to the Client List page.

Step 2: Click on the name of the client you want to view.

Step 3: Client details, including Basic Details, Primary Contact, and Workpaper Files, will be displayed on a slider.

Updating Client Details:

Once you have updated the client details successfully in XPM. Follow the steps given below:

Step 1: Click on the Update Client Details button located at the top right corner of your screen.

Step 2: Your client details will be re-imported from XPM and you will receive a confirmation toast message at the bottom of your screen.

View Update History:

Hover over the clock icon next to Update Client Details to see when the client details were last updated.

By following these simple steps, you can easily view and update client details, ensuring that your records are accurate and up-to-date. 

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

• Related Articles

• Journal Management: Add, Save, View, Edit, Delete & Send to Xero

  Introduction Tax Sorted allows you to add journal entries from multiple places and at various stages. View user-created and imported journal entries for comprehensive financial analysis, delete incorrect entries efficiently, and edit existing entries ...

• Sync Client Relationship with Xero

  Introduction This feature allows you to seamlessly integrate and manage relationships between clients and entities, ensuring that all relevant information is consistently reflected across both systems. Efficiently manage client relationships with Tax ...

• Data Authentication: Tax Sorted - Xero

  Introduction Discover how the seamless integration between Xero and Tax Sorted can streamline your accounting processes. This integration ensures your financial data is accurate, up-to-date, and easy to manage, making Tax Sorted the ideal solution ...

• Importing Clients From Xero

  Introduction Easily import all your clients from Xero to Tax Sorted with just a few clicks. The import process includes important details such as ABN, Entity Type, Group, and Financial Year, ensuring that your client information stays current and in ...

• Tax Sorted - Placeholders

  Introduction Placeholders are a special set of characters that represents a variable and that are replaced with actual data at real-time. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, Xero ledger and ...