Clients screen

Show expandable text

Use the Clients screen to enter or update setup information for your clients.

Choose Setup > Clients.

A Client List report is available to print from the File > Print Reports screen that provides general information about each client set up in the Setup > Clients screen for the firm. The information includes client ID, client name, EIN/SSN, Business Address, and Business Phone.

Tabbed pages in this screen

Main tab

Payroll Information tab

Payroll Taxes tab

Workers' Compensation tab

Integration tab

Custom Fields tab

Fields & buttons

Edit button. Click this button to edit setup information for the currently selected client.


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