Changing the Accountant’s/Auditor’s Name and Address

Article ID

ias-12173

Article Name

Created Date

24th November 2015

Problem

How do I change the Accountant's/Auditor's name and address details?

Resolution

Select: Client | View Select Accountant on the bottom left of the screen,

this opens the Client Accountant Options screen.

If Agent has been selected, click the Agent button to open the Practice Options screen.

Check all the information displayed, correcting any errors and press OK.

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Please ensure you are logged in as the MASTER user to be able to save the changes.

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