CLIENT Client (Filer) Management

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Menu Item Module Menu Arrow Head Client (Filer, Entity) Management

 

The Client (Filer, Entity) Management module is accessed from the Module menu or the Recipient Toolbar. This module includes all of the tools required for adding, editing, deleting, copying, rolling forward, importing and exporting client information.

 

Client Management

Client (Filer) Management

 

What is a Client?

Depending upon the type of returns to be filed, an entity can be a Payer (1099-MISC, 1099-DIV, 1099-INT, 1099-OID, 1099-PATR, 1099-B, 1099-G, 1099-Q, 1099-R, 1099-LTC, W-2G), a Lender (1099-A, 1098, 1098-E), a Creditor (1099-C), a Filer (1099-K, 1099-S, 1098-T), an Issuer (1095-B, 1098-Q), a Trustee (5498, 5498-SA, 5498-ESA, 1099-SA), a Corporation (1099-CAP, 3922), a Transferor (3921), a Donee (1098-C), or, an Employer (1095-C, W2, W3, W2C, W3C). To avoid this ambiguity, Account Ability regards all entities as clients or filers and uses the terms client, filer and entity synonymously.

 

Clients are listed in the order specified by the highlighted column of the client grid (Client ID above). To change the ordering, click on a column heading or use the context menu. The current ordering is referred to as the selected index.

 

The explorer bar (client menu bar) displayed to the left of the client grid, is divided into three sections - Client Tasks, Reports, and Import/Export. Client tasks can also be accessed from the Client Management Context Menu. The number shown in parentheses in the Client Task Bar represents the number of clients currently recorded.

 

The Incremental Search Panel, displayed below the client grid, facilitates the task of locating clients by incrementally searching the selected index with each character entered. The client indicator Arrow Black points to the closest match. The Select (Release) buttons open (close) the selected client's database of Information Returns and Annual Wage Reports.

 

Related_Topics Related Topics

 

Client Maintenance Tasks

 

note Notes

 

A Client ID displayed in green (e.g. CLIENTID) indicates a correction client.
If notes exist, the Client ID appears in a bold font (e.g. IDMS in the illustration above).
A Client ID displayed with a strike (e.g. CLIENTID) indicates an inactive client.
To hide inactive clients, select Active Clients Only from the Client Management Context Menu.
A Taxpayer ID displayed in light blue (e.g. 12-3456789) indicates a Combined Federal/State (CF/SF) filer.
A reporting year displayed in yellow (e.g. 2009) indicates a prior year reporting client.