Client Properties. . . Advanced Properties > Contact tab

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Contact tab of the Advanced Properties dialog allows you to enter information needed to contact clients. The contact information is used as the default information for W-2 and 1099 form processing.

From the File > New Client dialog or the File > Client Properties dialog, click the Advanced Properties button. In the Advanced Properties dialog, choose the Contact tab.

See also: New Client [File menu], or Client Properties [File menu]

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