How to Add a Fiduciary(Title or Mortgage Company)

Modified on Thu, 22 Sep 2022 at 03:24 PM

1. Open Tax Client in the Parallels application

2. Click the Fiduciaries tab at the top of the page

3. Choose what Fiduciary type to add

4. Click the New button

5. Enter the Fiduciary Number and all necessary Information and click the Save button

6. Confirm the Fiduciary is now in the list

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