This article explains how to create new containers and how to redistribute clients. Note this feature is only available for the plans with Intuit Tax.
Container names must be exactly 3 characters including the ‘-‘ character. For example, A-D would be a valid container name, but A- or AA-BZ would not be valid container names.
For this guide we will use the example of creating a 0-9 container:
1. Start from SmartVault portal with Lacerte, ProSeries, or DMS clients with names that already contain numeric values.
2. Right click on the account and create a new Container called ‘0-9’.
3. With the new Container ‘0-9’ created, right click on ‘Clients’ container and run ‘Redistribute Clients’. After Redistribute request has been submitted, right click on Account to refresh.
4. Observe clients have been redistributed in the ‘0-9’ Container.