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How to Update Dependents Information in CloudTax EFILE
How to Update Dependents Information in CloudTax EFILE

This article provides a step-by-step guide on how to update a client's dependents status in CloudTax EFILE by accessing their profile and selecting "NO" to the dependents question.

Arani Tharmalingam avatar
Written by Arani Tharmalingam
Updated over a month ago

When preparing a tax return, it's important to ensure all client details are accurate. A common scenario occurs when you initially indicate that a client has dependents but later find out they do not.

In CloudTax EFILE, making this correction is simple.

How to Remove Dependents from a Client’s Return

If you need to update a client’s information to indicate that they have no dependents, follow these steps:

  1. Open the Client’s Return – Navigate to the tax return where the dependents need to be removed.

  2. Go to the Client’s Profile – In the top right corner, click on the client's name to access their profile settings.

  3. Update Dependents Status – Find the question "Do you have dependents?" and select "NO" to indicate that the client does not have dependents.

  4. Save the Changes – Click NEXT to confirm and save the updated information.

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