Clients

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You can save items (financial calculators, tax forms, tax flowcharts, and client documents) to a client, and then access them later as needed. You can 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.

Special information

Fields & buttons

On the Main tab:

You can enter up to 11 alphanumeric characters to represent the unique ID for the client. Do not include any blank spaces or special characters. Note that this is a required field.

If your client is a business, enter the client's employer identification number (EIN) in ‹nn-nnnnnnn› format. (The application grays out the Individual and Spouse fields in this case.) If your client is not a business, enter the client's Social Security (SSN) number in ‹nnn-nn-nnnn› format. (The application grays out the Name and DBA fields in this case.)

You can enter the client's business name as you want it to appear on each item. (The maximum length is 50 characters.)

You can enter the client's DBA, if any. (The maximum length is 50 characters.)

You can enter individual and spouse first names, middle initials, and last names and spouse SSN.

You can enter the client's primary street and/or mailing address.

You can 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, or select it from the drop-down list. Enter the five-digit or nine-digit zip code, or select it from the drop-down list.

You can enter the client's email address. 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.

You can enter the area code and phone/fax numbers. If you wish, you can enter just the digits. When you tab off of the field, the application will add the dashes.

You can click the picture icon and navigate to the location where the picture or logo 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.

Click OK to save the client information. The name of the dialog changes from Untitled - Client to ‹Client Name› - Client. Note that 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. Click Cancel to close the Client dialog without saving the client information.

On the Notes tab:

You can include any additional information, such as birthdays or other client-specific notes.

For more information on clients, please see the following topics.

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