You can enter and edit basic information about your firm on the General tab of the Firm window. Basic information includes items such as addresses, phone numbers, and email and website addresses.
To enter or edit general firm information, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
By default, the firm name entered for licensing purposes displays here. You can edit the firm name here as necessary. Entering a different firm name here does not change the firm name for licensing purposes.
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.
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.
Phone numbers - Primary
Click the Primary button to display and select the primary phone number from the list of entered phone numbers.
Email address
Enter the firm's email address. The email address must contain three parts: the name, the @ symbol, and the domain, for example, first.last@company.com. The email address is used as a contact point for reports, invoices, and statements.
Web page address
Enter the firm's web page address. This web page address is used as a reference for invoices, statements, and reports.
Explain the components of the window.
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.