Entering basic client information

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Enter basic identification and contact information for your client on the Main tab of the Clients screen.

  1. Choose Setup > Clients.
  2. In the Identification section of the Main tab, enter the following.
    • Client ID. 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 program assumes you are entering an EIN and automatically includes a hyphen following the first two digits.
    • Client Name. 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.
  3. In the Addresses section, enter the address for the client.


    • Use the Address verification feature (click the Location finder button button) to enter the city, state, and ZIP code.
    • You can enter three addresses - Business, Home, or Other - by clicking the Selection Selection button button to select one of the options.
    • 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 Addresses section is replaced with a JEDD/JEDZ field. Make a selection from the drop-down list 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.
  4. If the client requires additional work locations set up, click the Locations button to open the Locations dialog.
  5. In the Phone and fax numbers section, enter the phone and fax number information for the client.

    Note: You can enter multiple phone numbers for the client by clicking the Selection Selection button button.

  6. In the Email and web addresses section, enter the client's email address and website URL, if appropriate.

    Note: Once information has been entered, clicking the Email Email button 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.

  7. In the Additional Contacts section, you can click the Ellipsis button button to open the Additional Contacts screen and enter an unlimited number of additional contact people. All contacts will display in the Additional Contacts section separated by commas.
  8. In the Client Info section, enter the Active date for the client and select the appropriate Industry code by clicking the Ellipsis button button to open the Select Industry Code dialog.
  9. In the Staff Assignments section, select the appropriate staff members serving as the primary and backup processors as well as the assigned reviewer, if any.
  10. Click Enter to save the client information.

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