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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.
  • 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.

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.

  • Active date. Select the date your firm began doing business with the client.
  • 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.

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Related topics

Entering basic client information

Getting started with Accounting CS Client Access

Adding work locations for a client

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