Client Locations dialog

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Use the Client Locations dialog to add work locations for a client. One location must be specified as the primary location, but you can add an unlimited number of alternate locations for this client.

The application uses the locations to determine the taxes in that location. However, when a client physically resides at one address but chooses to receive mail at another address or to use a PO box, Workpapers CS calculates taxes based on the client address for which the Taxing address checkbox is marked. When preparing reports and forms, the application uses the client address for which the Mailing address checkbox is marked.

Choose Setup > Clients. In the Addresses section of the Main tab, click the Locations button.

Fields & buttons

Identification

  • Description. Enter a unique description for this location in the Description field.
  • Primary location. If this is the primary location for the client, mark this checkbox.

Addresses

Enter the client's address(es).

  • You can enter three addresses - Business, Home, or Other - by clicking the Selection Selection button button to select one of the options.
  • Use the Address verification feature (click the Location finder button 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 Addresses 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.

Phone and fax numbers

Enter the phone and fax number information for the client. You can enter multiple contact phone numbers by clicking the Selection Selection button button.

Email and web addresses

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.

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