Screen Contact - Contact Information

Authorized Signer

If you are planning to electronically file this return, enter the social security number of the Fiduciary who will be signing the return in field
Fiduciary's social security number for eSignature use.
This field automatically fills out based on the Fiduciary
SSN / EIN
entered on the 1041 screen, in the General folder.

Specific Information

Enter the client's contact information and their preferred method of contact in this section.
Email address
Enter the email address where the tax return or organizer for the return will be sent to. Changing the email address here will also update the email address that shows in Setup then Client Communications.
Tax return delivery method last used
This field is updated with the latest method used to print the client copy of the return.
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