itonewbie
Level 15
04-22-2020
07:14 PM
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Ah, George just gave me a clue what you may be looking for. 😁
If you want to update your client's SSN outside of the return:
- Goto the Clients dashboard;
- On the line with your client's name, on the far right column under ACTIONS, click on the dropdown to select Edit client;
- Update the Tax ID;
- Click on the Save button.
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Still an AllStar
Still an AllStar