How to Edit a Company

Editing the Company Information Screens:


1) Select Companies and Employees from the menu bar then select Manage Companies and Employees from the drop-down.


1 ACA Company Employee tool bar.gif


2)  Select the Company you need to edit from the Company drop-down.

3) Click View/Edit.




4)  Make necessary changes.




5)  When you are finished making all edits, click Save.



Editing a company directly in the  form:


1)      Select Forms from the menu bar then select the specific form from the drop-down.




2)    Select the Company from drop-down.

3)    Select the employee you need to edit from the employee list in the bottom window.

Note: Employees list can be sorted in the following ways (TIN, First Name, Last Name).  Click the Sort by drop-down list to select the way you want to sort your recipients/payees and choose if you want to sort the top or bottom window.

4)    Click in the Company fields where you want to make a change and hit Enter.

5)    The Edit Company screen will pop-up, make your changes and click Save.

6)    The form will be refreshed and your changes will be displayed on the form.




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