Adding a client

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

  1. Choose File > New Client (or press CTRL+N).
  2. If your firm has multiple data locations, verify that the appropriate location appears in the Data location field. (If your firm has not set up multiple data locations, this field is not available.)
  3. In the New Client dialog, complete each of the following fields.

    • Client ID
    • Name
    • Entity
    • EIN / SSN
    • Current fiscal year end
  4. Enter the appropriate information in the Calc period and Short years tabs, or you may accept the default values.
  5. Optional: To enter a password for this client's data, click the Advanced Properties button.
  6. Click OK to save the information. The Asset List window opens automatically.

Note: To see which treatments are set up by default for each entity type, see Treatments that calculate by default for each entity type.

Tips

  • To change this information (except the client's ID) for an existing client, open the client and choose File > Client Properties.
  • To change an existing client's ID, choose File > Rename.

Related topics:

Share This