You can filter the records that are displayed on this screen. For information about filtering data, see the Searching and filtering data procedure.

The columns and fields in this tab change based on the option you choose.

• Add Clients. The grid displays any clients who are not yet enrolled to use EFTPS (they do not have a taxpayer PIN entered in the Main tab of the Setup > Vendors screen).
• Terminate Clients. The grid displays all clients that are set up with vendors using the EFTPS payment method and that do have a taxpayer PIN entered in the Electronic Payments tab of the Setup > Vendors screen.

This field cannot be edited.

This field cannot be edited.

If the client is set up for impound, the application marks this checkbox and makes the Prenote Account checkbox and the Bank Account field unavailable.

This field is available only if the Batch Filer Account checkbox is not marked (meaning that the client is not set up for impound), otherwise it is unavailable.

This field is available only if the Batch Filer Account checkbox is not marked (meaning that the client is not set up for impound). Select the bank from which the payment is to be taken. The drop-down list contains all of the client's bank accounts that are not impound accounts.

This field contains the routing number for the bank account selected in the Bank Account field and cannot be edited.

This field contains the account number for the bank account selected in the Bank Account field and cannot be edited.

This field contains the code for the bank account type for the account selected in the Bank Account field. The options are C for checking and S for savings.

This field contains the client's EFTPS enrollment date.