How to send tax questionnaires to clients in bulk
Go to Self-Assessment on the left-hand menu on the Agent dashboard and select Dashboard. Then click on the Send Tax Questionnaire button in the top right-hand corner.
A pop-up page will then appear where you will then be able to select all or multiple different clients at one time that are present on the list.
Once you have selected your clients you will then be able to make any necessary adjustments to the email template that will be sent out in relation to the Tax Questionnaire. Once you have double check that everything is correct you will need to click Next and then Send.
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