Edit Contact Information dialog

The Edit Contact Information dialog enables you to edit the client's contact information without opening the client's return. When you update the client's contact information, the changes are saved in the client's file, and the Home Page refreshes to reflect the updated information.
To open this dialog, open the UltraTax CS Home Page, select the Client Profiles link, select the [Details] link for a client, and then select the [Edit] link.
Related topics
Entering contact information
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