Linking accounts using Sub Contracts

1. Go to Corporate Account, and click on the active contract

2. Click “Add Sub Contract”

3. Find the client’s Personal Account. If they do not have one, you must create it first.

4. Enter Sub Contract Details and click “Save”

Final Result

There will now be a link between the Corporate Account and Personal Account, allowing you to see T1 tax information on the dashboard, right next to the Corporate Account.

Clicking on the T1 box will let you access either account.