How to Downgrade/Upgrade someone in the account?
When you need to downgrade someone from "needs a return" to "not need a return",
or you need to upgrade someone from "not need a return", to "needs a return",
do the following:
- switch to his/her name,
- go to "Identification" page under "Start Point" or under "Account & Personal".
- then on the right side, at the very bottom, click on "click here" to downgrade or upgrade.
Simple view:
Expert view:
