> ## Documentation Index
> Fetch the complete documentation index at: https://help.ezyiah.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Editing an Existing Client
Client details are not locked in once saved. You can go back and update them at any time from the client's Basic Info screen.
## Step by step
Select the client from the sidebar, either by searching for them or picking them from **All Clients**.
Under **Client Info** in the sidebar, click **Basic Info**. This opens the Business Info form with the client's current details already filled in.
* **Business Logo** — drag an image in, or click to browse and upload one
* **Business Name** — the client's trading name, shown on every report
* **Business Industry** — used to apply the right categorisation logic
* **Legal Name** (optional) — the client's registered legal name, if different from their trading name
* **ABN** — the client's Australian Business Number
* **Email** (optional) — the client's contact email
* **Phone Number** (optional) — the client's contact number
* **Business Entity** — the client's entity type, set when they were added
* **Income Tax Percentage** — shown for company clients, and used in their reports
* **Total Shares** and **Per Share Value** — shown for company clients
* **GST registration** — select **Yes** or **No**
The **Notes** panel on the right holds internal notes on this client. Click **Add Note** to record anything your team should know, such as a query with the client or a change in their circumstances.
Click **Save** in the top right corner. Changes apply immediately across the client's workspace and reports.
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