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Updating primary contact card in Intuit Practice Management changes taxpayer information

SOLVEDby IntuitUpdated August 04, 2023

Intuit Practice Management is now supported by Karbon. For support, see here or reach out to support@karbonhq.com

The primary contact card indicates the main contact information for a contact in Intuit Practice management powered by Karbon. When the primary contact card is updated or another card is made primary the Taxpayer's address, email address, and phone number changes in the tax program.

To change the taxpayer's information back:

  1. In Intuit Practice Management select Contacts.
  2. Select the contact name.
  3. Go to the Details tab.
  4. In the Details tab find the Contact Cards.
  5. Select the Star in the upper right to change the primary contact card to the correct one or edit the information and select Save.

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