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This web page address is used as a reference for invoices, statements, and reports. The email address must contain three parts: the name, the symbol, and the domain, for example, The email address is used as a contact point for reports, invoices, and statements.Įnter the firm's web page address. You do not need to re-enter the selected country name in tax returns.Ĭlick the Primary button to display and select the primary phone number from the list of entered phone numbers.Įnter the firm's email address. Note: The list of countries is compliant with accepted IRS country names. A check mark displays next to the types that are in use. Click to open the Check Phone Number window and enter or change phone information for the type selected. A check mark displays next to the types that are in use.Ĭlick the Primary button to display and select the primary address from the list of entered address types.Ĭlick and select a phone number type. Please do not submit client data through this form, as it would be unencrypted and not secure. Securing your client data is important to GruntWorx. We do not share email addresses with third parties. Click to open the Check Address window and enter or change address information for the type selected. We collect and use your email address to respond to your inquiry. Entering a different firm name here does not change the firm name for licensing purposes.Ĭlick at the top of the Addresses group and select an address type (for example, Business or Home). You can edit the firm name here as necessary. Explain the components of the window.īy default, the firm name entered for licensing purposes displays here. Open Dashboard, click Configuration on the navigation panel, and then click Settings and defaults under Firm.To enter or edit general firm information, do the following: Basic information includes items such as addresses, phone numbers, and email and website addresses. You can enter and edit basic information about your firm on the General tab of the Firm window.