Adding New Clients
Client Tasks New
To add a new client,
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.
Complete each of the following pages of the Client Master Record,
Click OK to record the client.