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CFS TaxTools - Add CAF Number

Modified on: Wed, May 29 2024 11:44 AM

ISSUE: Staff member's CAF number or some other personal information is missing. 


RESOLUTION: Use the steps below to edit your profile in TaxTools.


  1. Open the version of TaxTools that is needed. 
  2. Once open select File > Preparer/Rep Database...



  3. Use the dropdown to find your name
  4. Make the desired change to your profile
  5. Select Save and then select Close

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