How do I change registered email address for a client?
You can add or change a registered email address for a new or existing client in Practice Manager and you can also submit changes to the client’s registered email address to Companies House using Companies House Forms.
Please follow these steps to add or change a registered email address for your client in Practice Manager:
- Go to Practice Manager from the home screen.
- Double-click on the client.
- Select Contact Information from the left-hand menu.
- Click on Add Email.
- Within a new pop-up window type in a new email address, make any notes and tick the box Set this as the; client’s Registered email address
- Click OK to save a new registered email address.
- If you are changing an existing email address, you will receive a prompt to confirm the change. Click Continue to confirm the change.
- Select Finish from the left-hand menu.
- Click Finish and Save to save changes in Practice Manager.
- You should receive a prompt to create a form EM01 to notify changes to Companies House:
- Click Create Form to create a new form EM01 - Change of registered email address in Companies House Forms. Click Open in the next screen to be re-directed to the form EM01 - Change of registered email address in Companies House Forms that opens in a new tab.
- Click Dismiss if you don’t want to create a new form at this point, for example, you are updating the records in Practice manager to match the Companies House records.
Please follow these steps to submit changes to the client’s registered email address to Companies House using Companies House Forms:
- Review the company details on the form EM01 - Change of registered email address.
- Click Continue.
- Review any Check and Finish messages.
- Select File Online to Companies House from the left-hand menu.
- Follow on-screen instructions in File online Companies House Wizard.
If you have not created a form EM01 - Change of registered email address following the changes to the client’s records in Practice Manager, you can still create the form using Companies House Forms. Please follow these steps:
- Go to Companies House Forms from the home screen.
- Double-click on the client.
- Filter selection should be set to All.
- Click on Create form.
- Select EM01 - Change of registered email address from the drop-down menu.
- Click on Create and the selected form should appear within Open Client window.
- Click on Open and the form EM01 - Change of registered email address opens in a new tab.
- Review the company details on the form EM01 - Change of registered email address.
- Click Continue.
- Review any Check and Finish messages.
- Select File Online to Companies House from the left-hand menu.
- Follow on-screen instructions in File online Companies House Wizard.
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