Once the system saves a taxpayer profile, edits can be made to all sections except SSN/EIN.
To correct an SSN/EIN, add the taxpayer as a new participant with the correct tax ID number. Check the box to request tax records and save details. Once that is complete, you can remove the taxpayer with the incorrect SSN/EIN.
Send a new Consent Request by
emailing your taxpayer your custom consent link. OR
push the "send consent requests" button.