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How to Edit, Update or Change the Firm Name, Address and Personal Contact Name

Step by Step Solution for Edit, Update or Change the Firm Name in ProSeries

If you are a ProSeries, Tax Online (PTO) customer and need to update or change your Firm (Company) Name, Address and Personal Contact Name just follow below this simple solution in solving your problem.
Solution.

As part of our continuing commitment to work with the IRS, states and industry to combat tax fraud, EFIN documentation is required when requesting changes to your account. Your firm name and address must match the IRS EFIN Application Summary.

In order to ensure data quality and accuracy, a firm (company) name change or request for updating your personal name information on your account requires the submission of a Business Name Change or a Personal Name Change Request. Firm Information can no longer be changed within the software.

For Business Name Changes and/or Address Changes:
For Personal Name Changes:

NOTE:

  1. Business Name changes must be submitted by the Primary contact on the account. Others will be rejected.
  2. If you plan to E-File, your firm’s name and address must match the information on the EFIN Application Summary from the IRS. If the information does not match, an update will need to be done with the IRS, prior to submitting a Business Name Change request. This is NOT the way to register your EFIN . Please refer to EFIN Facts for additional information on registering/submitting EFIN verification
    After submitting your request, you will receive an email confirmation that it has been received.
    • Within 1-2 business days, an email notification will be sent to indicate your request has been completed.

These forms are used for our ProSeries, Easy Act and customers.

Even minor adjustments to your Company Name such as adding CPA or similar acronym to the end of the existing firm name, spelling corrections or obvious expansion of existing name (example – R P Johnson to Robert P Johnson) need to follow the above process.

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If you need to support and more info.. about this , Get in touch with us technical support help team Dial 1-800-865-41183.