The Details tab of an Account includes essential information organized into clear sections. Follow these steps to view and update account information:
Navigate to the Account whose information you want to view or edit.
Select the Details tab, which displays these sections:
Account Details: Includes demographic info, technology solutions, bank account info, and spouse/dependent details (available for Individual/1040 accounts only).
Login Details: Contains usernames and passwords for external client accounts (not applicable to Individual/1040 accounts).
Payroll Details: Payroll-related client information (not applicable to Individual/1040 entity accounts).
Tax Details: Displays quarterly tax payments populated automatically from client tax returns when delivered via a Tax Return Delivery Request.
Account History: Shows a log of changes to the account, including timestamps and who made the changes.
To edit or add information:
For Account Details, click the ellipsis (•••) icon in the upper-right corner, then select Edit Account.
For Login, Payroll, or Tax Details, edit or add directly within each specific section.
After making changes, remember to save your updates.
