Hi there, Mickey15. To update the client name associated with a T1 tax return in QuickBooks Online Accountant (QBOA), you can modify the client's information within your client list under Overview.
- Go to the Clients menu in the left-hand navigation in your QuickBooks Online Accountant dashboard.
- Locate the specific client for the T1 return and select Edit client from the Actions column.
- In the Client contact information section, update the client name.
- Select Save to apply the changes across the company file and linked tax returns.
For more detailed guidance on how to keep track and update your client list, check out this article: Manage your clients.
Changing the client's name in the main list will affect other areas, including past invoices and integrated tax modules like Pro Tax. It's best to contact our Live Support team for assistance.
If you have concerns, feel free to return. We're here to help.
