Enter client email addresses

To send Organizers and tax returns to your clients electronically, you'll need to enter their email addresses.

In the application, go to Setup
.

Select Client Communications
.

For each client in the list, enter their email in the Email Address
column. You can enter up to 40 characters.

For married 1040 clients, use the Tp:
dropdown to switch to Sp:
and enter the spouse's email.

Email addresses in Client Communications will transfer to the

Contact

screen in the General folder. If you update the email on the

Contact

screen, it will also update in Client Communications, and vice versa.

This article applies to: