Error: ‘The client with the same TFN has been detected’ is shown when signing returns for lodgment
There are two or more records created with the same client’s TFN. The records have to be merged or deleted.
To delete a redundant client record:
- Untick the 'Active' checkbox on left-hand-side navigator.
- Click on TFN column header to sort clients by TFN.
- Locate client by TFN and find below another client record with the same TFN.
- Delete the redundant client by selecting the client record and then selecting 'File | Delete client'.
To merge client records A and B:
- Export client A record to the file by right-clicking on the client’s record and selecting 'Export client to file (with docs)' menu.
- Delete client A's record by selecting 'File | Delete client'.
- Right-click on client B's record and select 'Change client code to…'
- Change client B's code to client A's code.
- Import client A from the export file by selecting 'File | Import data | Import exported clients'.
- Mark the records you wish to import (merge) in to client A (ex B).