Creating a new client

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To create a new client, follow these steps.

On the Main tab

  1. In the Navigation pane, click the Clients button, and then click the New Client New Client button button to open the Untitled - Client dialog. The name of this dialog will change to ‹Client Name› - Client when you click OK to save the client information.
  2. In the ID field, enter a client ID and name, using up to 11 alphanumeric characters. Note that entering a client ID is required.
  3. For the EIN/SSN field, if your client is a business, enter the client's employer identification number (EIN) in ‹nn-nnnnnnn› format. (The application makes the Individual and Spouse fields unavailable 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 makes the Name and DBA fields unavailable in this case.)
  4. In the Name and DBA fields (if applicable), enter the client's business name as you want it to appear on each item, and the DBA, if one exists. (The maximum length is 50 characters.)
  5. In the Individual and Spouse fields (if applicable), enter first and last names and spouse SSN. (Enter the middle initial in the First Name field.)
  6. On the Address lines, enter the client's primary street and/or mailing address.
  7. 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-digit 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.
  8. 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.

  9. Enter the area code and phone/fax numbers. If you wish, you can enter just the digits. When you tab off the field, the application adds the dashes.
  10. 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. You can add the following graphics file types: bmp, emf, ico, jpeg, gif, png, tif, tiff, and wmf.

On the Notes tab

  1. On the Notes tab, enter additional information, such as birthdays or other client-specific notes. The information in this field is not used elsewhere in the application.
  2. Click OK to save the client information. The name of the dialog changes from Untitled - Client to ‹Client Name› - Client. Or, 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.

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

Note: You can also save items to the default client, $GLOBAL. You can use $GLOBAL for any item that you want to save, but do not want to save to a specific client.

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