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Where is the new Accounts tab?

Updated over 3 weeks ago

If your practice uses the Practice Manager Security program, you will need to ensure that the Accounts box is ticked for the user's groups that require access to the new Accounts tab in HandiTax.

  1. Open PM Security for the relevant year and log in with the username Administrator.

  2. Click on the

    tab

  3. Edit the Users group/s.

  4. Click on the HandiTax tab and tick Accounts, Apply.

    Example:
    ​

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