Changing Enrollment Information

Version 1.1 by christie w on 2023/01/30 20:29

    • If you are changing the preparer contact, navigate to the "Home" Tab. Click "Preparer Contact Information" on the right side. 

Preparer Contact.png


    • If you are only changing a Company Contact, select the "Companies" tab.

      Note: Changing the company contact or company information will require a new signature authorization form. Please print, sign, and fax the signature authorization form to update our records.

    • The "Companies" tab will also include the following options:


      • Add additional companies


      • Add program accounts


      • Update taxpayer information


      • Review Filing States


      • Enter usernames, passwords or pins that you have receive from CRA

Companies Tab.png


    • Once you have completed updating the information, click on the "Save" button to update.