Client workspace

Company Profile

Available

Maintain supported company, tax, accounting, and representative master data.

What this menu does

Keep client master data current for supported work.

Where to find it

Client workspace navigation: Setup → Company Profile.

When to use it

Review company, tax, and accounting facts before processing.
Edit an allowed section for an active editable workspace.
Check change history after a material update.

Before you begin

Open the correct client workspace.
Confirm the company name shown in the workspace header.

Page regions

01Company profile
02Tax profile
03Accounting settings
04Authorized representative
05Change history

Supported operations

Review company profile

Purpose: Confirm work uses correct current client facts.

1
Open Company, Tax, Accounting, or representative section.
2
Review displayed values before invoice, withholding, tax, or accounting work.
3
Open change history when a prior update must be verified.
4
Stay in view mode when no authorized change is needed.

Result

Current client facts and history can be checked safely.

Update an allowed profile section

Purpose: Change only fields exposed by current access and lifecycle state.

1
Enter edit mode in the required section.
2
Change allowed fields and read validation before saving.
3
Save, then reopen the section or review change history to confirm.
4
If identity or tax fields are protected, follow visible business guidance rather than working around the restriction.

Result

The saved change remains in controlled history.

Business rules and fields

Sections default to view mode and require explicit editing.
Protected tax identity facts cannot be changed through ordinary editing.
Suspended workspaces can be readable while maintenance is unavailable.

States you may see

View modeEditingSavedValidation blockedRead-only workspaceChange history

What happens next

Supported company master data remains current and reviewable.

Common problems

What you seeWhy it happensWhat to do

The page is view-only or an action is missing.

The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.

Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.

A save, generation, or load action fails.

Business validation, missing source data, an expired session, or a temporary service problem can block the action.

Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.

Visibility and access

The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.

System screenshots