Change an email address on an account

If the customer requests their primary email address to be updated For security reasons, you should only change the account details if the request is from the named customer who we have listed on the account. To ensure this, you should confirm the name of whom you are speaking to and pass at least 3 security questions with them. Once the customer has passed security, please follow the below instructions to update the customer’s primary email address. 1.  Click on the Customer’s name on eFiling. 2.  Select ‘Contacts’ at the top of the page. 3.  Under Email Addresses you will see an editable field named “Enter new email address…” 4.  Enter the email address the customer wishes to change to then select ‘Add’. 5.  Immediately below the ‘Email Addresses’ box you should assign the new email address by selecting the relevant dropdown boxes for ‘Primary’ and ‘Billing’. 6.  Once all assignment s have been made, to save this, click on the ‘Set Assignments’ button. This will update the email address with immediate effect on eFiling. Please note: You should ensure you ask the customer if they also require their username to be updated to their new email address. Please note, this does not happen automatically so you must confirm with the customer. If the customer requests their username to be updated to their new email address 1.  Click on the Customer’s name on eFiling. 2.  Select ‘Edit’ within the Overview box on the Customer Page. 3.  In the ‘Username’ field, enter the new email address. 4.  Click on the ‘Save’ button. This will update the customer’s username with immediate effect on eFiling.