This article applies to:

Product: UltraTax CS
Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Enter client contact information from the home page

Do the following to enter contact information such as the client's phone number and email address at any time from the UltraTax CS home page.

From the UltraTax CS home page, select Client Profiles
.

Select Details
, then select Edit
.

Edit information in the

Edit Contact Information

window.

Select OK
.

note

Some client information that you can update via the homepage transfers to more than 1 field in UltraTax CS.