Clients screen

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Use the Clients screen to enter or update setup information for your clients.

Choose Setup > Clients.

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.

Tabbed pages in this screen

Main tab

Account Mask tab

Accounting Information tab

Accounts Payable tab

Accounts Receivable tab

Payroll Information tab

Payroll Taxes tab

Workers' Compensation tab

Custom Fields tab

Fields & buttons

Edit button. Click this button to edit setup information for the currently selected client.

Related topics

Entering basic client information

Setting up client payroll information

Setting up client payroll tax information

Adding work locations for a client

Searching and filtering your data

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