Warning
Product support for ToolBox CS ended on October 31, 2022.
Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.
Save items (financial calculators, tax forms, tax flowcharts, and client documents) to a client, and then access them later as needed. Assign a client to an item by choosing the client in the Client Selection drop-down list on the taskbar, or by saving an item to a client.
- To view all items saved to a client, click the Clients button in the Navigation pane and select the client name. All items that have been saved to the client will appear in the List pane.
- To search for a client, enter the client ID or name in the Search field. The application searches stored client IDs to find a match. If no match is found, the application then searches the client names.
- To view or print obsolete items, see Viewing or printing obsolete items. Note that obsolete items can be viewed or printed but not edited.
Special information
- If you have clients in Creative Solutions Accounting, UltraTax CS, or Practice CS, import them into ToolBox CS by choosing File > Import. For more information, see Importing clients from other CS Professional Suite applications.
Video: Importing clients from other CS Professional Suite applications (approx. 2.5 minutes).
- The availability of the Name, DBA, Individual, and Spouse fields is determined by what you enter in the EIN/SSN field. If the number in the EIN/SSN field is in the ‹nnn-nn-nnnn› format, the Name and DBA fields (used in businesses) will be unavailable. If the number in the EIN/SSN field is in the ‹nn-nnnnnnn› format, the Individual and Spouse name and SSN fields will be unavailable.
Fields & buttons
On the Main tab:
On the Notes tab:
Include any additional information, such as birthdays or other client-specific notes.
Note: Information you save in the Client dialog transfers to a tax form or client document when you select a client for the form or document.
You can now save items (financial calculators, tax forms, tax flowcharts, and office documents) to this client. For details, see Saving an item to a client.
You can also save items to the default client, $GLOBAL. For example, a partially completed invoice can be saved in $GLOBAL. This invoice template could contain entries that are found on all of the invoices you create, such as a “thank you” comment. When it is time to bill a client, you can open this invoice template, enter the client-specific information and save it to the client using File > Save As. This is just one example of how you might use the $GLOBAL client. You can use it for any item that you want to save, but do not want to save to a specific client.
Related topics
- Creating a new client
- Saving an item to a client
- Importing clients from other CS Professional Suite applications
On the Security tab
Enter a password in the fields provided to ensure your client's saved tools are secure.
ToolBox CS will prompt staff once they enter a tool, but will not prompt staff to enter a correct password twice while working inside ToolBox CS for no longer than 30 minutes.
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