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March 2019
March 2019
I want to add a shareholder in a new company tax return. I have added the shareholder as a 'shareholder' under 'Associates' in the client but the details are not going through to the tax return. What else to I need to do, or what have I missed?
Solved! Go to Solution.
March 2019
March 2019
Hi @PJS,
Thank you for your post.
Here's some instructions on adding a shareholder to a client, from our Practice Support specialists:
Note: To select the contact click on the magnifying glass icon in the Contact field.
Hope this helps. Do let us know how you go and if you need further help.
Cheers,
Suja Pillai
Social Support and Community Manager
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March 2019
March 2019
Thanks
I did find these instructions online but my shareholders are not showing in AO Classic (even after entering them in AO tax manager). The online instructions mentioned that they should be automatically transfered but I can't get them to show and are unable to add them in this screen.
March 2019
March 2019
Probelm solved - I had 'has shareholder'/'is shareholder' around the wrong way
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