Verifying client location and employee address information

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The taxes applicable to a given client are determined by the application based on the client's work location address(es) and ZIP code(s) entered in the Main tab of the Clients screen and each of the employee's resident addresses, making it very important to use the address verification feature when entering address information for clients and employees.

  1. Choose Setup > Clients.
  2. In the Main tab of the Clients screen use the address verification feature to verify that the work location address(es) and ZIP codes are valid and accurate.

    Note: The Taxing address checkbox must be marked for the address to be used to specify the client's tax liabilities.

  3. Choose Setup > Employees.
  4. In the Main tab of the Employees screen, use the address verification feature to verify that the employee address(es) and ZIP codes are valid and accurate.

    Note: The Resident address checkbox must be marked for the address to be used to specify the employee's tax liabilities.

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