To edit client information:

1. From within your TaxAct Professional Edition program, click Clients in the options bar (if you are in a return), then click Client Manager (if that screen is not already visible)
2. Right-click the client record you wish to modify or click three stacked dots next to the client to toggle quick actions
3. Click Edit Client and then Click on Information .
   
   

Various information can be modified on this screen.

In the Taxpayer section (this section only appears for Form 1040 clients), you can edit:

• Basic information
• Address
• Phone number
• Email address

In the Client Information section (this section does not appear for Form 1040 clients), you can edit:

• Basic Information
• Address

In the Return Information section, you can edit:

• Preparer
• Return Status
• Payment Status
• Amount Paid
• Date Delivered

Note. There may be a short delay before you see the updated information on the Client Manager screen.