Change your Client's Company Name

  1. Open your Knit Practice Manager
  2. Select the Clients tab
  3. Locate the Client from the list and select the pencil icon beside the company name
  4. The Edit Company Name window will open, type the company's new name and select Update

(Note: If you change a company's name after T4's have been generated for the previous tax year, the T4's will not reflect the changes. If you have to change a company's name, make sure to change the company name before generating the company's T4s)


How Did We Do?


Powered by HelpDocs