It is not possible to bulk update Client personal information on bulk but you can bulk update the following information.
- Client Partner - Select from staff dropdown
- Client Manager - Select from staff dropdown
- MTD Qualifying Year - Select 2026/27, 2027/28, or 2028/29
- This field only appears if you've selected at least one UK Self-Assessment client
For more guidance on this please go to this Article - Bulk Client Edit