Yes. Adding a client does not start filing automatically.
You can add clients, organise them, and prepare data before submitting anything.
Steps
1. Go to Clients from the agent menu
2. Click Add New or Import
3. Enter client details
4. Leave the client inactive until you are ready to file
For step-by-step guidance, watch our video on How to connect your Agent Services Account and add clients
Information only, not tax advice.
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