Office name |
Enter a name/description for the office. This name must be unique in the system.
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Main office |
Select to designate the office as the main office for the firm. Only one office can be designated as the main office for the firm. To clear the box and assign another office as main, you must designate the other office by selecting the box in that office's record.
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Office invoice name |
Allows you to enter an optional name to be available for invoices. |
Addresses |
Click at the top of the Addresses group and select an address type (for example, Business or Home). Click to open the Check Address window and enter or change address information for the type selected. You can set multiple address types. A check mark displays next to the types that are in use.
Note: The list of countries is compliant with accepted IRS country names. You do not need to re-enter the selected country name in tax returns.
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Addresses - Primary |
Click the Primary button to display and select the primary address from the list of entered address types. |
Phone numbers |
Click and select a phone number type. Click to open the Check Phone Number window and enter or change phone information for the type selected. A check mark displays next to the types that are in use.
Notes:
- During the Practice data migration from your pre-existing version of the product, a default area code may have been added to the phone number if one did not previously exist.
- The list of countries is compliant with accepted IRS country names. You do not need to re-enter the selected country name in tax returns.
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Phone numbers - Primary |
Click the Primary button to display and select the primary phone number from the list of entered phone numbers.
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Email address |
Enter the office's email address. The email address must contain three parts: the name, the @ symbol, and the domain, for example, first.last@company.com. |
Web page address |
Enter the office's web page address. |
Use firm note |
Select this option to use the email disclosure/confidentiality note selection made in Firm. See Configuring the Firm's Email Settings for more information. If Use firm note is selected, you cannot enter a custom note. If the firm note is not set up, this box will be unavailable. |
Email disclosure/Confidentiality (Paragraph) |
Enter free-form text to create a custom email disclosure/confidentiality note for the office. Example: Confidentiality Warning This email contains information intended only for the use of the individual or entity named above. If the reader of this email is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, any dissemination, publication or copying of this email is strictly prohibited. The sender does not accept any responsibility for any loss, disruption, or damage to your data or computer system that may occur while using data contained in, or transmitted with, this email. If you have received this email in error, please immediately notify us by return email. Thank you.
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