Please note that we have two AML products available in our Product Portfolio. This article will advise on how to access the AML Identity Checking Service which conducts an electronic search via our third party service providers Equifax.
To run an AML search on an existing client in your TaxCalc database, please run the following steps:
For more information please see the TaxCalc in-app help.
Alternatively the AML service can also be accessed directly from our website, however you will have to enter your clients information and update the TaxCalc application with the results. For more on how to do this, please see our Knowledge Base article on How to use the AML service through our website.