Give contacts access to Tax Center

You can enable for a contact associated with a particular client. The contact must already be registered for Client Center before you set up access to . The contact must also have a relationship as a client’s preferred contact, spouse, or tax matters contact in order to access .

To enable access, follow these steps.

  1. Choose Setup > All Contacts and click Edit next to the name of the contact.
  2. Click the Client Center Access tab.
  3. Click Save.