Add Adding New Clients

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Menu Item Client Tasks Arrow Head New

 

To add a new client,

 

Select Client (Filer, Entity) Management from the Module menu.
Select New from the Client Task Bar.

 

The New Filer dialog will be displayed.

 

Enter the Client ID: This is a unique alphanumeric identifier you assign to each client.

 

Enter the Reporting Year: This is the reporting year to be used when filing electronically. Prior year returns are displayed with a yellow background; current year returns with a white, as illustrated below.

 

Prior Year Reporting Current Year Reporting

 

note Notes

 

You must use the 2019 version of Account Ability to report prior year returns electronically.
Prior year returns cannot be printed from the 2019 version of Account Ability (i.e. 2018 returns can only be printed from the 2018 version of Account Ability, 2017 can only be printed from the 2017 version, and so on).
Shortcut Key = Ins

 

Complete each of the following pages of the Client Master Record,

 

General
Corporate
Contacts
State ID
W-2 Setup
1098 Setup

 

Click OK to record the client.