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How do I enter an email address in the HomeBase in Basic?

ak70
Level 2

How do I enter an email address in the HomeBase in Basic?

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5 Comments 5
dkh
Level 15

I don't use Basic but I'll answer based on how it would work in Professional

enter taxpayers' email on the Federal Information Worksheet then change your HomeBase View to include a column for email addresses

 

Just-Lisa-Now-
Level 15
Level 15

Whose email address? Yours or the clients?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
ak70
Level 2

Basic does not have a tab for "homebase view"

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ak70
Level 2

the client's email address.  I want to show that in HomeBase.

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TaxGuyBill
Level 15

You can't (at least not in 2021 or previous years).

 

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