Clients > Main tab

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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 Selection button 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 Location finder 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 Selection button button.

Enter the client's email address and website URL, if appropriate.

Note: Once information has been entered, clicking the Email Email button will open your default email client with this address in the To: line and clicking the Website Website button button will automatically open the specified website using your default browser.

Click the Ellipsis button button to open the Additional Contacts dialog and enter an unlimited number of additional contact people. The application displays all contacts in the Additional Contacts section separated by commas.

Click the Ellipsis button 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.

  • Active date. Select the date your firm began doing business with the client.
  • Inactive date. If your firm stops doing business with the selected client, enter the date on which you stopped doing business. After the Inactive date, this client will no longer be listed in the Setup > Clients screen or in the Client selection drop-down list in the upper-right corner of many data-entry screens. You can view or modify information for an inactive client by marking the Include inactive checkbox in the Setup > Clients screen and then selecting the inactive client as the current client.

    For a new client, leave this field at the default (none) setting.

  • Inactive reason. This field is available only when a date is specified in the Inactive date field. Select the appropriate reason for changing the client's status to inactive — Business closed, Business sold, or Canceled service.
  • Explanation. This field is available only when a date is specified in the Inactive date field. Enter a more detailed explanation (up to 1,000 characters) for changing the client's status to inactive. Depending on the length of the explanation, you may want to click the Ellipsis Ellipsis button button to open the Explanation dialog, where you can enter and view the text in a separate dialog that includes spell check functionality.
  • Industry code. Click the Ellipsis button button to open the Select Industry Code dialog, where you can select the appropriate industry code for this client.

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 Ellipsis button 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.

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