Note: See Managing the Firm's Custom Address and Phone Types for information about setting up custom address and phone number types. This web page address is used as a reference for invoices, statements, and reports. The email address must contain three parts: the name, the symbol, and the domain, for example, The email address is used as a contact point for reports, invoices, and statements.Įnter the firm's web page address. You do not need to re-enter the selected country name in tax returns.Ĭlick the Primary button to display and select the primary phone number from the list of entered phone numbers.Įnter the firm's email address. Note: The list of countries is compliant with accepted IRS country names. A check mark displays next to the types that are in use. 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.Ĭlick the Primary button to display and select the primary address from the list of entered address types.Ĭlick and select a phone number type.
Click to open the Check Address window and enter or change address information for the type selected. Entering a different firm name here does not change the firm name for licensing purposes.Ĭlick at the top of the Addresses group and select an address type (for example, Business or Home). You can edit the firm name here as necessary. If any clients appear on this report, please log a support call and fax the report, including the firm name, customer number, and phone number to ProSystem fx Practice Management support to have one of our representatives assist in correcting the issue. Explain the components of the window.īy default, the firm name entered for licensing purposes displays here. If the reports do not balance the way that are expected, print the Data Integrity Report. Open Dashboard, click Configuration on the navigation panel, and then click Settings and defaults under Firm.To enter or edit general firm information, do the following: Basic information includes items such as addresses, phone numbers, and email and website addresses.
You can enter and edit basic information about your firm on the General tab of the Firm window.
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