New Client or Client Properties > General Information tab

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Choose the General Information tab of the File > New Client dialog or the File > Client Properties dialog to enter or update the client's name, payroll report name, DBA, address, phone number, EIN, salutation for transmittal letters, and security password.

If your firm uses Payroll CS to process payroll for the client, do not mark the CBS Client checkbox on this dialog. Marking that checkbox would prevent you from being able to set up tipped wages and other calculating payroll items unavailable within CBS.

See also: New Client [File menu], or File > Client Properties [File menu]

Related topics

Setting up a CBS client

Overview of client consolidation

Overview of client consolidation with account balances only Consolidating clients

Overview of the Vendor Checkwriting feature

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