Additional Contacts dialog

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Use the Additional Contacts dialog to enter information for your firm, staff, clients, vendors, and customers.

Click the Ellipsis button button in the Additional Contacts section in the Main tab of any of the following screens.

Fields & buttons

In the Contact section, enter the name of the contact person and, optionally, a title, company, and a salutation.

If you are adding additional contacts for a client, mark the Payroll form signer checkbox if appropriate for the contact. That contact will then be available for selection in the Taxpayer Signature field in the Payroll tax forms additional information dialog. If you are adding an additional contact for the firm, mark the Reporting agent checkbox if appropriate.

In the Addresses section, enter an address for the contact person. Use the Address verification feature (click the Location button button) to enter the city and state or ZIP code.

Note: You can enter up to three addresses for the contact person - Business, Home, or Other - by clicking the Selection button button to select the applicable type. Specify an address as the mailing address by marking the Mailing address checkbox.

In the Phone and fax numbers section, enter the phone and fax number information for the contact person. You can enter multiple contact phone numbers by clicking the Selection button button to select the applicable type.

In the Email and web addresses section, enter the contact person's email address and website URL.

Note: Once information has been entered, click the Email button button to open your default email client with this address in the To: line, and click the Website button button to automatically open the specified website using your default browser.

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