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Use the Main tab of the Clients screen to enter identification and contact information for your client.
Choose Setup > Clients. The Main tab displays by default.
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.
Fields & buttons
Enter the client's identification information as follows.
- Client ID. (Required field.) Enter up to 11 alphanumeric characters to represent the unique ID for this client. Do not include any blank spaces or special characters. The application uses all CAPS for this field automatically.
- EIN or SSN. Enter the client's employer identification number or social security number. If you enter nine digits without a hyphen, the application assumes you are entering an EIN and automatically includes a hyphen following the first two digits.
- Client Name. (Required field.) Enter the client's business name (up to 50 characters) as you want it to appear on the financial statements and reports.
- Payroll Name. Enter the client's business name (up to 50 characters) as you want it to appear on W-2s, 1099s, SUTAs, and other payroll forms.
- DBA Name. Enter the client's DBA (up to 50 characters), if any.
Enter the client's address(es).
- You can enter up to three addresses - Business, Home, or Other - by clicking the Selection button to select one of the options.
Note: The application uses the business address in payroll tax forms.
- Use the Address verification feature (click the button) to enter the city and state or ZIP code. For non-standard addresses or address that cannot be verified, see Address verification tips and tricks.
- You must designate an address as either a mailing address or a taxing address when you enter the Business, Home, or Other address. You cannot leave both checkboxes unmarked.
- Specify an address as the mailing address by marking the Mailing address checkbox.
- If this address is the one that should be used for taxing purposes, mark the Taxing address checkbox.
- If this address is an Ohio location, the Municipality field in the Address section is replaced with a JEDD/JEDZ field, which you can use to indicate that the work location is subject to a Joint Economic Development District (JEDD) or Joint Economic Development Zone (JEDZ) tax instead of the tax that would otherwise be associated with the address entered in this section.
- If your firm processes International ACH Transaction files for this client, all fields in the Addresses section should be completed. If a bank account that is set up to pay a direct deposit allocation with the International format specifies the Origin name as Client name and these address fields are not completed, the application will display an error message prompting you to enter valid information in these fields. Entries in the State and ZIP fields are required only for those countries to which they apply.
Locations button. If the client requires additional work locations set up, click the Locations button to open the Locations dialog.
Enter the phone and fax number information for the client. You can enter multiple contact phone numbers by clicking the Selection button.
Enter the client's email address and website URL, if appropriate.
Note: Once information has been entered, clicking the Email button will open your default email client with this address in the To: line and clicking the Website button will automatically open the specified website using your default browser.
Click the button to open the Add/Remove Services dialog to add or remove services for the current client. The application displays all services that are enabled for the client in the Services section.
Specify the primary processor, backup processor, and reviewer assigned to this client by making selections in the drop-down lists, which are populated from entries in the Staff screen.
Use the NetClient User Account dialog to select and filter for specific client's that you want your staff to access via NetStaff CS portal in the File Exchange Documents portlet in the Workpapers Dashboard .
Click the Ellipsis button next to the Account field to open the NetClient CS User Account dialog, mark the checkbox next to the appropriate NetClient CS login IDs, and click OK.
For details, see Using the File Exchange Documents portlet.