Clients

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Warning

Product support for ToolBox CS ended on October 31, 2022.

Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.

Save items (financial calculators, tax forms, tax flowcharts, and client documents) to a client, and then access them later as needed. Assign a client to an item by choosing the client in the Client Selection drop-down list on the taskbar, or by saving an item to a client.

  • To view all items saved to a client, click the Clients button in the Navigation pane and select the client name. All items that have been saved to the client will appear in the List pane.
  • To search for a client, enter the client ID or name in the Search field. The application searches stored client IDs to find a match. If no match is found, the application then searches the client names.
  • To view or print obsolete items, see Viewing or printing obsolete items. Note that obsolete items can be viewed or printed but not edited.

Special information

  • If you have clients in Creative Solutions Accounting, UltraTax CS, or Practice CS, import them into ToolBox CS by choosing File > Import. For more information, see Importing clients from other CS Professional Suite applications.

    Video: Importing clients from other CS Professional Suite applications (approx. 2.5 minutes).

  • The availability of the Name, DBA, Individual, and Spouse fields is determined by what you enter in the EIN/SSN field. If the number in the EIN/SSN field is in the ‹nnn-nn-nnnn› format, the Name and DBA fields (used in businesses) will be unavailable. If the number in the EIN/SSN field is in the ‹nn-nnnnnnn› format, the Individual and Spouse name and SSN fields will be unavailable.

Fields & buttons

On the Main tab:

ID (required field)

Enter up to 11 alphanumeric characters to represent the unique ID for the client. Do not include any blank spaces or special characters.

EIN/SSN

If your client is a business, enter the client's employer identification number (EIN) in ‹nn-nnnnnnn› format. If your client is not a business, enter the client's Social Security (SSN) number in ‹nnn-nn-nnnn› format. 

Name / DBA fields

Enter the client’s business name as you want it to appear on each item, and the DBA, if one exists, using up to 50 alphanumeric characters.

Individual / Spouse fields

Enter first and last names and spouse SSN. (You can enter a middle initial in the First Name field.)

Address / City fields

Enter the client’s primary street and/or mailing address. Enter up to 25 characters of text in the City field, or select the city from the drop-down list of previously entered cities. Enter the two-letter state code in the State field and enter the five-digit or nine-digit ZIP code in the Zip field, or select them from their respective drop-down lists.

Email

Enter the client’s email address using a maximum of 35 characters. Click the email Email button button to open an email with the client's address in the To... field.

Note: This feature requires MAPI-compliant email software.

Foreign fields

Enter the client’s country, province or county, and postal code.

Tax Matters Person fields

Enter the appropriate information.

Phone Numbers fields

Enter the area code and phone / fax numbers. If you prefer, you can enter only the digits. When you tab off the field, the application will add the dashes.

Photo or Logo

To add a photograph or company logo, click the picture icon and navigate to the location where the graphics file resides. Click the file and then click the Open button to insert the file in the Client dialog.

Note: You can add the following graphics file types: bmp, emf, ico, jpeg, gif, png, tif, tiff, and wmf.

OK and Cancel

Click OK to save the client information. Click Cancel to close the Client dialog without saving the client information.

Note: Information you save in the Client dialog transfers to an open, blank form or document when you select a client for the form or document.

On the Notes tab:

Include any additional information, such as birthdays or other client-specific notes.

Note: Information you save in the Client dialog transfers to a tax form or client document when you select a client for the form or document.

You can now save items (financial calculators, tax forms, tax flowcharts, and office documents) to this client. For details, see Saving an item to a client.

You can also save items to the default client, $GLOBAL. For example, a partially completed invoice can be saved in $GLOBAL. This invoice template could contain entries that are found on all of the invoices you create, such as a “thank you” comment. When it is time to bill a client, you can open this invoice template, enter the client-specific information and save it to the client using File > Save As. This is just one example of how you might use the $GLOBAL client. You can use it for any item that you want to save, but do not want to save to a specific client.

Related topics

On the Security tab

Enter a password in the fields provided to ensure your client's saved tools are secure.

ToolBox CS will prompt staff once they enter a tool, but will not prompt staff to enter a correct password twice while working inside ToolBox CS for no longer than 30 minutes.

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