Taxpayer Contacts
This document applies to all license types. Last updated 5/25/2017.
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Taxpayer Contacts populate user information on returns and eFiles.
Add a record
- Click Maintenance > Taxpayer Contacts.
- Click Add New Record.
- Type or select from dropdowns the needed field information.
- Use non-required fields and make the record descriptive to ensure the correct one is selected on your filing.
- Required fields are marked with a red * asterisk.
- Click Insert.
Edit a record
- Click the grid row in Taxpayer Contacts.
- Edit any field and click Submit.
- You can obsolete contacts no longer with your company to retain them for audit.
- To make a contact inactive, add an obsolete date and click Submit.
- To make a contact inactive, add an obsolete date and click Submit.
Examples
Return generation
- Contact selection on Session Details > Form Manual Entry tab.
- Contact name printed on the tax return.
eFiling
General and eFile contact selection on eFile creation Add Record > Settings tab.
Contact segment of an EDI file.
