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How do I add the Tax Status column in Practice Manager?

Article ID: 2075
Last updated: 23 Mar, 2021

The tax status of clients is no longer shown by default but you can add this column by following these instructions:

  1. Open Practice Manager.
  2. Click on View in the top menu bar.

3. Select Customise your Client List from the drop-down menu.

4. In the Customising your Client List window, highlight the relevant Tax Status column under Columns Available and click on Add > >

  • Apply the change:
  • Click on Use only to apply the change once.
  • Click on Save and Use to save the display option for use throughout the year.

Looking for more?

How do I customise Practice Manager?

Article ID: 2075
Last updated: 23 Mar, 2021
Revision: 9
Views: 821
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