See also

Edit a return

Edit a trustee's details

To edit a trustee's details:

  1. Click the Details button on the Toolbar. The Main Details window appears.
  2. Make sure the Main Details tab is selected. From the list of trustees, select the trustee you want to edit.
  3. Click Trustee's Details. The Main Details window for that individual trustee appears.
  4. Make your changes.
  5. Click OK.
  6. Click OK again.