Add a contact
Before you begin
- Ensure that you're assigned to a permission group withContactsenabled.
- Add UltraTax CS clients and contacts from within UltraTax CS.
Add a contact
A contact is someone like a person or a business you interact with. You can add them as a contact, link them to a client, and give them access to Client Center.
- SelectSetup, thenAll Contactsin Onvio Center.
- SelectAdd.
- Enter aName.
- Optionally, select the contact as Confidential, add relationships, define the fiscal year, and give Client Center access.
- SelectSavewhen you're finished.
note
- The fields that appear on theGeneraltab vary depending on the selection you made inEntity Type. The default entity type is Individual.
- You can also upload a contact photo. Select the circle next to the contact's name at the beginning of the page.
