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Tax Manager and Elite Forms: Change the contact name

How to change contact details in the return.

Updated over 2 weeks ago

Follow the Steps below:

  1. Ensure the return is in an editable status and that no lodgement code remains in the return.

  2. Click on Return default.

  3. Click on Edit mode.

  4. Change the contact details of the client.

  5. Click on Refresh.

  6. Click on the contact detail and change it to Staff, Manager or Partner.

  7. A dialog box will appear.

  8. Search and select the name of the staff you wish to change to.

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