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