Step 1: Log Into Your CloudTax EFILE Account
Start by logging into your CloudTax EFILE account using your credentials.
Once logged in, you will land on your dashboard.
Step 2: Navigate to the Clients Section
From the left-hand menu:
Click Clients
On the top right, click Actions
Select Import Clients
Step 3: Prepare Your CSV File
CloudTax EFILE uses a simple CSV format to keep imports clean and error-free.
Your CSV file must include:
First Name
Email Address
Step 4: Upload the CSV File
Click Upload CSV
Select your prepared CSV file
Confirm the import
Once uploaded, CloudTax EFILE will process the file and add your clients to the Client List.
You will now see all imported clients listed in your Clients dashboard.
Step 5: Start a Tax Return for Each Client
Important to note: Importing clients does not automatically create tax returns.
After the import:
Each client will appear in your Client List
You must manually start a new tax return for each client
To do this:
Go back to the DASHBOARD
Select Start New Return