Selecting the clients to import
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Go to the Validation successful tab and select which clients to import by ticking next to the client code. To select all the clients on the list tick the box in the header row.
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Select Import selected clients. Taxfiler by IRIS will then create these clients.
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Clients that are imported successfully are listed in the Clients imported tab. Any clients that fail to import will be shown in the Imports failed tab.
Below is a copy of the blank template for you to download.