This guide will show you how to edit your client's details from the Client Management dashboard.
- Locate the client in the Active Clients list on the Client Management dashboard (Clients tab).
- Select the More button on the right next to the client's name and then select Edit Client Details to make changes to any of the following fields:
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Client Account Name
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Contact Name
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Tax Pro Display Name
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Tax System Designation (optional)
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GoSystem Locator (if Tax System Designation selected)
- Select Submit to save the changes.
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- Select Close to close the confirmation window.