Page 1
How to setup a New Client “Company”
Create new client
General Information
Tax Control
Contact Manager
Billing / Fee Reviews
Flowsheets
Page 2
Create the New Client
We are going to highlight some key fields that
we don’t want you to overlook when first
setting up a new client.
Page 3
Client Information
Tax Records ... Next enter the earliest tax year you are completing for the client.
Page 4
Tax Control
Page 5
Contact Manager
Page 6
Billing
Page 7
Flowsheets
Page 8
Setting up a New Client “Company” Recap
Create new client
General Information
• Install Date
• Current Accountant
• Current Bookkeeper
• Current Payroll Person
• Monthly Client
Tax Control
• Entity Type
• Fiscal Year End
• Will we prepare the tax return?
• Tax Accountant
• Add/Link Owners
• Payment Method (Billed, YE)
Contact Manager
• Link to related contacts
• Add Phone Numbers
• Add Email & Website
• Add Addresses
Billing / Fee Reviews
• Current Monthly Fee
Flowsheets
• Monthly
• Quarterly
• Yearly
• Property Tax