{"id":418,"date":"2015-04-09T07:06:58","date_gmt":"2015-04-09T07:06:58","guid":{"rendered":"http:\/\/www.taxrecord.com.au\/home\/?page_id=418"},"modified":"2022-03-28T03:32:08","modified_gmt":"2022-03-28T03:32:08","slug":"general-and-tax-agents-information","status":"publish","type":"page","link":"https:\/\/taxrecord.com.au\/home\/general-and-tax-agents-information\/","title":{"rendered":"General And Tax Agents Information"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"418\" class=\"elementor elementor-418\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2a0c6397 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2a0c6397\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-67e2eaa8\" data-id=\"67e2eaa8\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-398d207 elementor-widget elementor-widget-heading\" data-id=\"398d207\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">General &amp; Tax Agents Information<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d6c03b4 elementor-widget elementor-widget-text-editor\" data-id=\"2d6c03b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This is a general outline for use of taxrecord subscriptions outside the actual products.<\/p><p>Once subscribed you get a drop down menu by clicking on \u201cyour email address\u201d showing:<\/p><ul><li>Personal Details: name phone email password can all be changed here<\/li><\/ul><ul><li>Subscription Details: shows products subscribed for and can subscribe to new products here<\/li><\/ul><ul><li>Settings: you can hide and show different products if you do\/don\u2019t want them showing in the drop downs.<\/li><\/ul><ul><li>Add Tax Agents Email: add your Tax Agents email here to allow them full online access to your taxrecord file.<\/li><\/ul><ul><li>Clients Authorized: Shows a full list of clients currently subscribed to taxrecord that have authorized you by adding your email to their file.\u00a0 Click on the clients \u201cperson\u201d icon to view their tax record information and you have full access to and usage of their tax records. You can sort by First Name, Last Name or Email by clicking on each of those to help find clients if you have many.<\/li><\/ul><p><b>Tax Agents<\/b> need to be subscribed to access all clients that have authorized them. Tax Agents can subscribe to the free of charge tax year which creates a user account and this is enough to give you access to your clients taxrecord file using your own login and password. You can also subscribe and use any of the taxrecord products subscribed for within this login. You can access a clients records but you need to log out of them and back into your taxrecord to view the next client. You can only have one client at a time logged in on the same computer. The taxrecord file can be open and used at the same time by you and your client on different computers which enables you to assist them.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a27968d elementor-widget elementor-widget-global elementor-global-1270 elementor-widget-button\" data-id=\"a27968d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-push\" href=\"https:\/\/www.taxrecord.com.au\/subscriptions\/subscribe.php\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Subscribe Now<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>General &#038; Tax Agents Information This is a general outline for use of taxrecord subscriptions outside the actual products. Once subscribed you get a drop down menu by clicking on \u201cyour email address\u201d showing: Personal Details: name phone email password can all be changed here Subscription Details: shows products subscribed for and can subscribe to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_theme","meta":{"footnotes":""},"class_list":["post-418","page","type-page","status-publish","hentry","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>General And Tax Agents Information - Tax Record<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/taxrecord.com.au\/home\/general-and-tax-agents-information\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"General And Tax Agents Information - Tax Record\" \/>\n<meta property=\"og:description\" content=\"General &#038; Tax Agents Information This is a general outline for use of taxrecord subscriptions outside the actual products. 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