How do I update the SSN/ITIN/EIN on my account?

Q: How do I update the SSN/ITIN/EIN on my account?

UPDATE SSN/ITIN/EIN (IF NOT VERIFIED BY IRS) You cannot update SSN/ITIN/EIN information that has already been verified by the IRS. If the IRS has not yet verified the SSN/ITIN/EIN information, you may use the button above or follow the below procedure to update the information: Log in to Client Portal. Click the User menu (head and shoulders icon in the top right corner) followed by Settings . Under the Account Settings section find Account Profile. In the Profile section, click on the user's name you wish to update The available Tax Forms are displayed at the bottom of the window Review the form. If the SSN/ITIN/EIN is incorrect, update the information and click UPDATE at the bottom of the form. Click CONTINUE to submit your request. We will contact you if supporting documentation is required to approve your information change request. If not, we should process your request within 1-2 business days.

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Accepted Answer

UPDATE SSN/ITIN/EIN (IF NOT VERIFIED BY IRS)

You cannot update SSN/ITIN/EIN information that has already been verified by the IRS.

If the IRS has not yet verified the SSN/ITIN/EIN information, you may use the button above or follow the below procedure to update the information:

Log in to Client Portal.
Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
Under the Account Settings section find Account Profile.
In the Profile section, click on the user's name you wish to update
The available Tax Forms are displayed at the bottom of the window
Review the form. If the SSN/ITIN/EIN is incorrect, update the information and click UPDATE at the bottom of the form.
Click CONTINUE to submit your request.

We will contact you if supporting documentation is required to approve your information change request. If not, we should process your request within 1-2 business days.