Skip to main content

COVID-19 Alert Levels 2 and 3 All of our offices are closed to the public under Alert Level 2 and 3. If you've been affected by COVID-19, we may be able to help. Find out more

Owner and administrator logons can change client list names in myIR under the tax preparer tab.

To change the name go to:

  1. Manage agency
  2. By list
  3. List access
  4. List details
  5. List name

The select Add – where you can then change the name.