Editing engagement properties

Alerts and notices
  1. In the navigation pane, click the engagement for which you will edit properties.
  2. Click the Properties button Binder properties button in the toolbar.

    In the Engagement Properties dialog that opens, you can change the engagement name and type and update the tax vendor and entity information. You can also view and update period frequency and engagement-related dates, view the engagement history, and view or link the engagement to PPC's SMART Practice Aids.

    Note: In a finalized engagement, the Engagement Properties dialog is read-only.

  3. Click OK to return to the main window.

Related topic: Engagements overview

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