Editing a Client

You can edit profile information for a single client or multiple clients. The Update Multiple feature allows you to update all selected records in the Client Profile grid.

  • Update a single client. The profile for the selected client displays in a separate window. Saved updates are applied only to the selected client.
  • Update multiple clients individually. The profiles for the selected clients display sequentially in the same window. You can move forward or backward through the selected clients to change only what is applicable in each individual profile. Use this method if there are multiple clients requiring a variety of profile changes.
  • Update all selected clients. One profile displays for all selected clients in a separate window. You update all selected clients in one transaction and are given the opportunity to review your selected changes before they are applied. When you select the All Selected option to update multiple clients, you can only update fields that can be applied to all the selected clients.
  • Update client type only. You can select to change the client type for multiple clients. You must select 100 or fewer clients of the same client type. See Changing a Client Type for information on the data that flows between client types and the client types that can be changed for clients with existing tax returns.

The options that display on the profile navigation panel are the profile windows that you are granted the functional right to view. You must also be granted the functional right to edit a profile window to make and save changes to that area of the profile.

To edit client information, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
  2. Do one of the following:

    3. ClosedEdit a single client.

    1. Select the check box to the left of a client to update in the grid.
    2. Click Open in the Edit group on the Home tab to display the Client Profile window.
    3. Click the options on the navigation panel that have information to be edited until all changes have been made for this client.

      4. Note: Click in the upper-right corner of the window for more assistance, if needed.

    4. Click one of the ClosedSave buttons or cancel.

    ClosedEdit multiple clients individually.

    1. Select the check box to the left of each client to update in the grid.

      2. To select consecutive items, press and hold Shift while selecting the first and last check boxes in the series of items you want to select on a page, or while pressing the up or down arrow.

      You can select records across multiple pages. There is no restriction on the maximum number of records that can be selected when using Update Multiple. Your selection is retained if you sort or refresh the current view. Your selection is cleared if you change the view or click Clear Selection in the Grid View group on the Home tab. The total number of selected records across all pages displays in the status bar.

    2. Select Update Multiple > Individually in the Edit group on the Home tab to display the Client Profile window. The number of the current record and the total number of selected records display in the lower-left corner. Records are opened for editing in the same order they are displayed in the grid.
    3. Select a client option on the navigation panel and edit information as needed.

      4. Note: Click in the upper-right corner of the window for more assistance, if needed.

    4. Click an option to reset your changes or save your changes and move to another record.

      Button Description
      Reset Profile Reverses any edits you have made to the current client without exiting the window. The button is available when you have made changes. The system prompts you to confirm that you want to reset the data. Click Yes to reset the data or No to stop the process.
      Save & Previous Saves the current record and moves you to the previous record.
      Save & Next Saves your changes and moves you to the next record.
    5. Repeat steps c through e until all changes have been made for this group of clients.
    6. Click Save & Close.
  3. ClosedEditing all selected clients. 
    1. Select the check box to the left of each client of the same type to update in the grid. For example, select all Individual or all Corporation clients. 

      2. To select consecutive items, press and hold Shift while selecting the first and last check boxes in the series of items you want to select on a page, or while pressing the up or down arrow.

      You can select records across multiple pages. There is no restriction on the maximum number of records that can be selected when using Update Multiple. Your selection is retained if you sort or refresh the current view. Your selection is cleared if you change the view or click Clear Selection in the Grid View group on the Home tab. The total number of selected records across all pages displays in the status bar.

    2. Select Update Multiple > All Selected in the Edit group on the Home tab to display the Client Profile window. The total number of selected records displays in the lower-left corner.

      3. Note: If you select the All Selected option to update multiple clients, you can only update fields that can be applied to all the selected clients.

    3. Select a client option on the navigation panel that has information to edit.
    4. Edit the information for the clients.

      5. Note: Click in the upper-right corner of the window for more assistance, if needed.

    5. Click Continue. The All Selected Confirmation window lists the changes you made.
    6. Review your changes to each profile field and page. If needed, you can remove a change by clearing the corresponding check box. The total number of items listed in the grid and the number of items selected in the grid display in the lower-left corner of the window. See Confirming Changes to Multiple Clients for more information.
    7. Click Apply Changes.
    8. The Update Multiple Log displays the status of each record. If an update is unsuccessful, Exception displays in the Status column and a brief explanation is given in the Comments column. Select an Closedoption to save or search the log.

    9. Click Close.