See also

Preview a Return

Edit a trustee's details

Set the issue address

You can either change the issue address by changing the address in the Main Details for the client (this will affect all returns for the client) or you can make changes to an individual return by clicking in the Address box of the return preview.

  1. Click the Details button on the toolbar. The Main Details window appears.
  2. Click the Address tab.
  3. Enter the address.
  4. Click OK.
  5. From the Return menu, choose Refresh from Main Details > All Details.

  1. With Page 1 of the return viewable, click the Issue address box on the return. Show me

    The Edit Address window appears.

  2. Enter the issue address.
  3. Click OK. The new address appears on the tax return preview.

Note: This address will only appear on the face of this tax return. It won't affect the Main Details for the client.