My Linked Agents
The agents with whom the individual user has completed engagements are termed linked agents. Once
Gain in-depth knowledge of all the features
The agents with whom the individual user has completed engagements are termed linked agents. Once
Checking the Details of the Tax Agent Linked to My Service Request
My Goal History is the complete log of all contributions added to your goal, showing
Filters are used to narrow down search parameters within goals. The goals can be filtered
After adding a goal, you can add contributions to your goal by opening the goal
You can delete goals by selecting the delete button on the right side of your
A progress bar is attached to each goal, so you can see the progress of
You can add to a transaction that it is tax deductible. Once the transaction has
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