Edit Household Information

To access and edit details for clients, click on the clients' household name on the All Households screen or search for the household in the search bar at the top of the page and go to the Details tab.

• To change the display name of the Household: Click on the pencil icon next to the large navy blue text. This will change what name is shown on the All Households page.
  
  
• To add or change the state that your client resides in: Click on the pencil icon next to the State field.
  
• To add, change, or delete the tax preparer: Click on the pencil icon next to the Preparer field. You can select from existing preparers already entered, add a new preparer, or delete a preparer as an available option for your firm.
  
  
• To change the advisor or team for a client: Click on the dropdown arrow (circled in teal above). This assigns client households to a specific advisor in your firm (or a team of advisors if your firm utilizes teams). 
  
  
  
  
• Tags can be added to households to help filter clients. A Firm Admin can create tags for the firm to use by clicking Manage Firm Tags List. More information on adding and creating tags can be found here.

• To add clients after uploading a return: Click on the "Add Client" button within the teal "Clients" bar. 

• This will bring up a window to enter the new client information as seen below. Once the information has been entered, click "Add Client".