Description: This article will guide you when you want to modify the Company Name for the Master EFIN.
Resources: Support Portal - https://support.servicebureauaccelerator.com
Process:
In TaxSlayer, manual modification of the Company Name for the Master EFIN is not possible. However, we can escalate your request, and the Software will make the change on your behalf. To initiate this process, please submit a ticket with the following details:
Current Company Name
New Company Name
The Master EFIN
Open this ticket using the instructions below:
Open the Support Portal and sign in.
https://support.servicebureauaccelerator.comClick on “Create/Add a ticket” on the right side of the screen.
Fill in the following as shown below:
The support team will address your ticket promptly, and upon completion, they will notify you of the update. Once the process is finalized, you'll be able to observe the modification under the Master EFIN you provided.