How do I add certificate number to a location in TrustFile?

Overview

You want to add or edit certificate number for a location in TrustFile.

Environment

TrustFile    

Resolution

• Click 'Prepare' 

• Under 'Location Name' you will see in blue, 'Edit Location'

• Click 'Edit Location'

• Add/Edit information desired and click 'Done'

• Note: 'Prepare' button must be available to make this change (edit can only be made prior to filing return).