Client address update

[taxsolutions]

When a client changes their address after filing their taxes, can you just change the address in the edit client section or do you need to unlock the return and change it in the return for it to roll forward with the new address?

[George4Tacks]

As with ALL of your returns, be sure you have a pdf copy of the return as filed. You could then unlock, change the address and lock again. You would also need to change the Client data. 

[taxsolutions]

So I just want to clarify so that I fully understand.

There is the Clients tab on the left side under the Tax returns tab. So if I use the Clients tab, and then go to the drop down to edit client, then if I change the address there, that new address won't roll forward to next year. 

So the only way for the new address to roll forward is to enter it in the actual tax return client information input section.

Does all of that sound correct?

[George4Tacks · Accepted solution]

Yes.