Preparer – Client Manager – Edit Client Information
To edit client information:
- From within your TaxAct Professional Edition program, click Clients in the options bar (if you are in a return), then click Client Manager (if that screen is not already visible)
- Right-click the client record you wish to modify or click three stacked dots next to the client to toggle quick actions
- Click Edit Client and then Click on Information .
Various information can be modified on this screen.
In the Taxpayer section (this section only appears for Form 1040 clients), you can edit:
- Basic information
- Address
- Phone number
- Email address
In the Client Information section (this section does not appear for Form 1040 clients), you can edit:
- Basic Information
- Address
In the Contact Information section (this section does not appear for Form 1040 clients, you can edit:
- Phone number
- Email address
In the Return Information section, you can edit:
- Preparer
- Return Status
- Payment Status
- Amount Paid
- Date Delivered
In the Appointments section, you can view upcoming appointment subjects and start times
Note. There may be a short delay before you see the updated information on the Client Manager screen.