Principal & Spouse

[Arliss]

Change principal taxpayer on file

Is there an easy way to change the principal taxpayer, other than detaching and re-coupling? I am finding that most of my files have the male as principal but, more often than not, I am communicating with the spouse. I use the client manager to batch send correspondence and when I want to send to only the principal, the one who should get the correspondence does not get it. Going forward I will be making my Primary the one who I interact with most, but I would like to change the other files i…