Table: dbo.Client
Columns
Name | Type | Constraints | Description
client_KEY | int (4) | NOT NULL | Database assigned primary key for this table
client_id | nvarchar (22) | NOT NULL | User defined identifier (unique)
description | nvarchar (100) | NOT NULL | Client Name. This is the primary display name for the client.
client_class_KEY | int (4) | NOT NULL | Key to a Client Class record.
name_1 | nvarchar (100) | NOT NULL | Client Payroll Name. This name is mainly used for Payroll Compliance forms.
name_2 | nvarchar (100) | NOT NULL | Client DBA Name. This is the Doing Busiess As name for the client.
federal_tin | nvarchar (22) | NOT NULL | This field will hold the Fed Tax ID if the client is a non-individual, it will hold the taxpayer SSN for individual clients.
individual_first_name | nvarchar (28) | NOT NULL | First name of the client if the client is an individual.
individual_last_name | nvarchar (40) | NOT NULL | Last name of the client if the client is an individual.
spouse_first_name | nvarchar (28) | NOT NULL | First name of the clients spouse if the client type is an individual.
spouse_last_name | nvarchar (40) | NOT NULL | Last name of the clients spouse if the client type is an individual.
record_status_KEY | int (4) | NOT NULL | Key to a Client Status record.
industry_code | nvarchar (12) | NOT NULL | Industry code.
fiscal_year_end_month | int (4) | NOT NULL | End month of the client's fiscal year end.
date_opened | smalldatetime (4) |  | Date the client came to your firm, default system date when a new client is added.
date_left | smalldatetime (4) |  | Date your firm terminated the client/firm relationship.
contact_KEY | int (4) | NOT NULL | Key to the primary Contact record for this Client.
client_id_sortable | varchar (48) | NOT NULL | A representation of the client_id column that sorts in natural order, meaning that digits are sorted as numbers while non-digits are sorted alphabetically. A trigger keeps this field synchronized with the content of client_id.
client_inactive_reason_KEY | int (4) |  | Reference to Client_Inactive_Reason.
inactive_explanation | nvarchar (2000) | NOT NULL | Extra information regarding why the client is no longer active.
client_type_KEY | int (4) | NOT NULL | Foreign key to the type of client
data_origin_KEY | int (4) | NOT NULL | The origin of each client added to the database. For example, Data Entry or CSA Conversion.
import_source_KEY | int (4) | NOT NULL | The source of imported data: Examples are Client Bookkeeping Solution and QuickBooks. Can also be set to None.
allow_all_firm_staff_access | bit (1) | NOT NULL | True if all firm staff are allowed to access the client.
csa_client_had_tbs_or_gl_module_marked | bit (1) | NOT NULL | True if the CSA client had either the TBS module or the GL module marked at the time the conversion to ACS took place. False if the client was not converted from CSA or if neither module was marked.
send_w2s_to_ultra_tax | bit (1) | NOT NULL | Option to send W-2s to UltraTax through Pod REST service for staging by WebServices
client_version | timestamp (8) | NOT NULL | The version of this row. It's an aid in versioning the row.
client_force_new_version_toggle | bit (1) | NOT NULL | A bit to toggle that causes the client_version to update. Flip this bit when a subordinate tables are changed.
is_checked_out | bit (1) | NOT NULL | Flag that will indicate if this client was checked out for in-field Workpaper audits.
is_undergoing_restore | bit (1) | NOT NULL | This will be 1 during a CDMU Restore, for the client being restored from the backup file. It should never be observable as 1 from outside the CDMU transaction, always visible as 0. Do not confuse with a client_type_KEY of 6 BeingRestored, which indicates that the client is the previously-existing copy of a client being restored over, and which will be discarded on successful completion of the CDMU Restore.

Primary key
Name | Columns | Description
PK_Client | client_KEY |
Unique constraints
Name | Columns | Description
UK_Client$client_id | client_id |
UK_Client$client_id_sortable | client_id_sortable |
UK_Client$contact_KEY | contact_KEY |

Foreign keys
Name | Columns | Referenced table | Description
FK_Client__Client_Class__client_class_KEY | client_class_KEY | Client_Class (client_class_KEY) |
FK_Client__Client_Inactive_Reason__client_inactive_reason_KEY | client_inactive_reason_KEY | Client_Inactive_Reason (client_inactive_reason_KEY) |
FK_Client__Client_Type__client_type_KEY | client_type_KEY | Client_Type (client_type_KEY) |
FK_Client__Contact__contact_KEY | contact_KEY | Contact (contact_KEY) |
FK_Client__Data_Origin__data_origin_KEY | data_origin_KEY | Data_Origin (data_origin_KEY) |
FK_Client__Import_Source__import_source_KEY | import_source_KEY | Import_Source (import_source_KEY) |
FK_Client__Record_Status__record_status_KEY | record_status_KEY | Record_Status (record_status_KEY) |

Incoming foreign keys
Name | Columns | Referencing table | Description
FK_GL_Account_Grouping__Client__client_KEY | client_KEY | GL_Account_Grouping |
FK_Shortfall_Tax_Treatment_Selection__Client__client_KEY | client_KEY | Shortfall_Tax_Treatment_Selection |
FK_Elf_File__Client__client_KEY | client_KEY | Elf_File |
FK_Form_1094c_Aggregate_Group_Member__Client__client_KEY | client_KEY | Form_1094c_Aggregate_Group_Member |
FK_Report_Profile__Client__client_KEY | client_KEY | Report_Profile |
FK_Quick_Books_Export_Option__Client__client_KEY | client_KEY | Quick_Books_Export_Option |
FK_Tax_Code__Client__client_KEY | client_KEY | Tax_Code |
FK_Client_Contact_Payroll_Administrator__Client__client_KEY | client_KEY | Client_Contact_Payroll_Administrator |
FK_Tax_System_Bridged_Federal_Carry_Over__Client__client_KEY | client_KEY | Tax_System_Bridged_Federal_Carry_Over |
FK_Form_Processing_Run__Client__client_KEY | client_KEY | Form_Processing_Run |
FK_Client_1099_Tax_Form_Information__Client__client_KEY | client_KEY | Client_1099_Tax_Form_Information | FOREIGN KEY constraint to Client.
FK_Client_Quick_Books_Online_Export_Option__Client__client_KEY | client_KEY | Quick_Books_Online_Export_Option |
FK_Tax_Form_Filing__Client__client_KEY | client_KEY | Tax_Form_Filing | FOREIGN KEY constraint of client_KEY for the Tax_Form_Filing table
FK_Client_N_Client_Service_Type__Client__client_KEY | client_KEY | Client_N_Client_Service_Type |
FK_Client_Remote_Payroll_Setup__Client__client_KEY | client_KEY | Client_Remote_Payroll_Setup |
FK_Client_Bank_Reconciliation_Option__Client__client_KEY | client_KEY | Client_Bank_Reconciliation_Option |
FK_Quick_Books_Payee__Client__client_KEY | client_KEY | Quick_Books_Payee |
FK_XactPay_Client_EIN_History__Client__client_KEY | client_KEY | XactPay_Client_EIN_History |
FK_Bank_Feeds_Assignment_Rule__Client__client_KEY | client_KEY | Bank_Feeds_Assignment_Rule |
FK_Ledger_Entry__Client__client_KEY | client_KEY | Ledger_Entry |
FK_OnBalance_Import_Option__Client__client_KEY | client_KEY | OnBalance_Import_Option |
FK_Client_Shortcut__Client__client_KEY | client_KEY | Client_Shortcut |
FK_Tax_Form_Override__Client__client_KEY | client_KEY | Tax_Form_Override |
FK_Invoice_Printing_Default_Option__Client__client_KEY | client_KEY | Invoice_Printing_Default_Option |
FK_Notification_Queue__Client__client_KEY | client_KEY | Notification_Queue |
FK_Workforce_Hub_Pending_Acknowledgement_Queue__Client__client_KEY | client_KEY | Workforce_Hub_Pending_Acknowledgement_Queue |
FK_Client_Benefit__Client__client_KEY | client_KEY | Client_Benefit |
FK_Spreadsheet_Import_Taxing_Authority__Client__client_KEY | client_KEY | Spreadsheet_Import_Taxing_Authority |
FK_Numeric_GL_Account_Number_Metrics__Client__client_KEY | client_KEY | Numeric_GL_Account_Number_Metrics |
FK_Processed_Tax_Form_Liability__Client__client_KEY | client_KEY | Processed_Tax_Form_Liability |
FK_Processed_Tax_Form__Client__client_KEY | client_KEY | Processed_Tax_Form |
FK_Quick_Books_Payroll_Item__Client__client_KEY | client_KEY | Quick_Books_Payroll_Item |
FK_Client_Contact_Payroll_Tax_Information__Client__client_KEY | client_KEY | Client_Contact_Payroll_Tax_Information |
FK_Client_W2_Rendered_Document__Client__client_KEY | client_KEY | Client_W2_Rendered_Document |
FK_Trial_Balance_Grid__Client__client_KEY | client_KEY | Trial_Balance_Grid |
FK_GL_Account_Budget_Category_Name_Override__Client__client_KEY | client_KEY | GL_Account_Budget_Category_Name_Override |
FK_Client_1095__Client__client_KEY | client_KEY | Client_1095 |
FK_Client_W2_Override__Client__client_KEY | client_KEY | Client_W2_Override |
FK_Holiday_Definition__Client__client_KEY | client_KEY | Holiday_Definition |
FK_Recorded_Event_Object_N_Client__Client__client_KEY | client_KEY | Recorded_Event_Object_N_Client |
FK_Payroll_Department__Client__client_KEY | client_KEY | Payroll_Department |
FK_Client_W2_State_Override__Client__client_KEY | client_KEY | Client_W2_State_Override |
FK_Quick_Books_Online_Integration_Client__Client__client_KEY | client_KEY | Quick_Books_Online_Integration_Client |
FK_GL_Fiscal_Year__Client__client_KEY | client_KEY | GL_Fiscal_Year |
FK_Quick_Books_Online_Import_Option__Client__client_KEY | client_KEY | Quick_Books_Online_Import_Option |
FK_Quick_Books_Transaction__Client__client_KEY | client_KEY | Quick_Books_Transaction |
FK_GL_Account_Segment__Client__client_KEY | client_KEY | GL_Account_Segment |
FK_Client_1099_State_Override__Client__client_KEY | client_KEY | Client_1099_State_Override |
FK_Positive_Pay_File__Client__client_KEY | client_KEY | Positive_Pay_File |
FK_Quick_Books_Import_Option__Client__client_KEY | client_KEY | Quick_Books_Import_Option |
FK_Enter_AR_Deposit_Option__Client__client_KEY | client_KEY | Enter_AR_Deposit_Option |
FK_Client_1099_Override__Client__client_KEY | client_KEY | Client_1099_Override |
FK_Client_1095_Override__Client__client_KEY | client_KEY | Client_1095_Override |
FK_Journal__Client__client_KEY | client_KEY | Journal |
FK_Spreadsheet_Import_Bank_Routing_Number__Client__client_KEY | client_KEY | Spreadsheet_Import_Bank_Routing_Number |
FK_Quick_Books_Retrieved_Transaction__Client__client_KEY | client_KEY | Quick_Books_Retrieved_Transaction |
FK_Spreadsheet_Import_Payment_Term__Client__client_KEY | client_KEY | Spreadsheet_Import_Payment_Term |
FK_Client_File_Exchange_Portal_Ems_User__Client__client_KEY | client_KEY | Client_File_Exchange_Portal_Ems_User |
FK_Print_Filing_Instruction__Client__client_KEY | client_KEY | Print_Filing_Instruction |
FK_Client_N_Report_Folder__Client__client_KEY | client_KEY | Client_N_Report_Folder |
FK_XactPay_Consent__Client__client_KEY | client_KEY | XactPay_Consent |
FK_XactPay_Payroll_Transmission__Client__client_KEY | client_KEY | XactPay_Payroll_Transmission |
FK_Spreadsheet_Import_1099_Box_Combination__Client__client_KEY | client_KEY | Spreadsheet_Import_1099_Box_Combination |
FK_Employee_Tip_Total__Client__client_KEY | client_KEY | Employee_Tip_Total |
FK_Receivable_Transaction__Client__customer__client_KEY | customer__client_KEY | Receivable_Transaction |
FK_XactPay_Setup_Transmission__Client__client_KEY | client_KEY | XactPay_Setup_Transmission |
FK_Quick_Books_Retrieved_Account__Client__client_KEY | client_KEY | Quick_Books_Retrieved_Account |
FK_Client_Synchronization__Client__client_KEY | client_KEY | Client_Synchronization |
FK_Location__Client__client_KEY | client_KEY | Location |
FK_Insurepay_Client__Client__client_KEY | client_KEY | Insurepay_Client |
FK_Balance_Definition__Client__client_KEY | client_KEY | Balance_Definition |
FK_Tax_Jurisdiction__Client__client_KEY | client_KEY | Tax_Jurisdiction |
FK_Export_Journal_Entry_To_Csa_Information__Client__client_KEY | client_KEY | Export_Journal_Entry_To_Csa_Information |
FK_Client_Onvio_Payroll_Integration_Status__Client__client_KEY | client_KEY | Client_Onvio_Payroll_Integration_Status |
FK_Client_N_Subsidiary_Client__Client__consolidating__client_KEY | consolidating__client_KEY | Client_N_Subsidiary_Client |
FK_Client_N_Subsidiary_Client__Client__subsidiary__client_KEY | subsidiary__client_KEY | Client_N_Subsidiary_Client |
FK_Client_W2_Rendering_Queue__Client__client_KEY | client_KEY | Client_W2_Rendering_Queue |
FK_Quick_Books_Retrieved_Vendor__Client__client_KEY | client_KEY | Quick_Books_Retrieved_Vendor |
FK_Trial_Balance_Split_Screen_Grid_Option__Client__client_KEY | client_KEY | Trial_Balance_Split_Screen_Grid_Option |
FK_Client_Primary_Location__Client__client_KEY | client_KEY | Client_Primary_Location |
FK_Bank_Feeds_Transaction_Option__Client__client_KEY | client_KEY | Bank_Feeds_Transaction_Option | The client key corresponding to which the bank feeds transaction options are set. It is forign-keyed to the Client
FK_Print_Job__Client__client_KEY | client_KEY | Print_Job |
FK_Client_N_Staff__Client__client_KEY | client_KEY | Client_N_Staff |
FK_Staff_Default_Report_Option__Client__client_KEY | client_KEY | Staff_Default_Report_Option |
FK_Apply_Customer_Payment_Option__Client__client_KEY | client_KEY | Apply_Customer_Payment_Option |
FK_Import_Template__Client__client_KEY | client_KEY | Import_Template |
FK_Custom_Value_Client__Client__client_KEY | client_KEY | Custom_Value_Client |
FK_Client_Access_Notification__Client__client_KEY | client_KEY | Client_Access_Notification |
FK_Payroll_Journal_Entry_Option__Client__client_KEY | client_KEY | Payroll_Journal_Entry_Option |
FK_Complete_Forms_Output_Session_Client_Detail__Client__client_KEY | client_KEY | Complete_Forms_Output_Session_Client_Detail |
FK_Timerack_Client_Update_Queue__Client__client_KEY | client_KEY | Timerack_Client_Update_Queue |
FK_Engagement_Binder__Client__client_KEY | client_KEY | Engagement_Binder |
FK_AP_Enter_Transaction_Option__Client__client_KEY | client_KEY | AP_Enter_Transaction_Option |
FK_Web_Services_Employee_Deletion_Queue__Client__client_KEY | client_KEY | Web_Services_Employee_Deletion_Queue |
FK_W2_Rendering_Client_Lock__Client__client_KEY | client_KEY | W2_Rendering_Client_Lock |
FK_Quick_Books_Class__Client__client_KEY | client_KEY | Quick_Books_Class |
FK_Magnetic_Media_File_Client__Client__client_KEY | client_KEY | Magnetic_Media_File_Client |
FK_GL_Period_Key_Old_To_New_Map__Client__client_KEY | client_KEY | GL_Period_Key_Old_To_New_Map |
FK_User_Client_Preference_Grid_Column_Screen_Option__Client__client_KEY | client_KEY | User_Client_Preference_Grid_Column_Screen_Option |
FK_Print_1095__Client__client_KEY | client_KEY | Print_1095 |
FK_Transaction_Template__Client__client_KEY | client_KEY | Transaction_Template |
FK_Onvio_Payroll_Integration_Queue__Client__client_KEY | client_KEY | Onvio_Payroll_Integration_Queue |
FK_Manage_AP_Payment_User_Preference__Client__client_KEY | client_KEY | Manage_AP_Payment_User_Preference |
FK_Manage_AP_Payment_Grid_User_Option__Client__client_KEY | client_KEY | Manage_AP_Payment_Grid_User_Option |
FK_Complete_Payroll_Output_Session_Client_Detail__Client__client_KEY | client_KEY | Complete_Payroll_Output_Session_Client_Detail |
FK_Client_Consolidation_Option__Client__client_KEY | client_KEY | Client_Consolidation_Option |
FK_Tax_Form_Liability_Processing_Lock__Client__client_KEY | client_KEY | Tax_Form_Liability_Processing_Lock |
FK_Csa_Account_Group_Map_To_Classification_Code__Client__client_KEY | client_KEY | Csa_Account_Group_Map_To_Classification_Code |
FK_Print_1096_Selection__Client__client_KEY | client_KEY | Print_1096_Selection |
FK_Quick_Books_Account__Client__client_KEY | client_KEY | Quick_Books_Account |
FK_Print_W3_Selection__Client__client_KEY | client_KEY | Print_W3_Selection |
FK_Journal_Entry__Client__client_KEY | client_KEY | Journal_Entry |
FK_Engagement_Binder_Tree_Item__Client__client_KEY | client_KEY | Engagement_Binder_Tree_Item |
FK_GL_Account__Client__client_KEY | client_KEY | GL_Account |
FK_Spreadsheet_Import_Account__Client__client_KEY | client_KEY | Spreadsheet_Import_Account |
FK_Client_AP_Setup__Client__client_KEY | client_KEY | Client_AP_Setup |
FK_Client_Undistributed_GL_Account__Client__client_KEY | client_KEY | Client_Undistributed_GL_Account |
FK_AR_Enter_Invoice_Option__Client__client_KEY | client_KEY | AR_Enter_Invoice_Option |
FK_Client_GL_Setup__Client__client_KEY | client_KEY | Client_GL_Setup |
FK_Checkbook__Client__client_KEY | client_KEY | Checkbook |
FK_Client_AR_Setup__Client__client_KEY | client_KEY | Client_AR_Setup |
FK_AR_Item__Client__client_KEY | client_KEY | AR_Item |
FK_Finance_Charge_Definition__Client__client_KEY | client_KEY | Finance_Charge_Definition |
FK_Client_Billing__Client__bill_to_other_client__client_KEY | bill_to_other_client__client_KEY | Client_Billing |
FK_Client_Billing__Client__client_KEY | client_KEY | Client_Billing |
FK_Processing_Note__Client__client_KEY | client_KEY | Processing_Note |
FK_Client_Billing_Sales_Tax__Client__client_KEY | client_KEY | Client_Billing_Sales_Tax |
FK_AP_Enter_Transaction_List_View_Column_Option__Client__client_KEY | client_KEY | AP_Enter_Transaction_List_View_Column_Option |
FK_OnBalance_GL_Account__Client__client_KEY | client_KEY | OnBalance_GL_Account |
FK_Netclient_File_Log__Client__client_KEY | client_KEY | Netclient_File_Log |
FK_Client_Billing_Item__Client__client_KEY | client_KEY | Client_Billing_Item |
FK_OnBalance_Bank_Account__Client__client_KEY | client_KEY | OnBalance_Bank_Account |
FK_Client_Payroll_Information__Client__client_KEY | client_KEY | Client_Payroll_Information |
FK_Client_Pay_Schedule__Client__client_KEY | client_KEY | Client_Pay_Schedule |
FK_Manage_AP_Payment_Option__Client__client_KEY | client_KEY | Manage_AP_Payment_Option |
FK_Spreadsheet_Import_Finance_Charge_Definition__Client__client_KEY | client_KEY | Spreadsheet_Import_Finance_Charge_Definition |
FK_Spreadsheet_Import_AR_Item__Client__client_KEY | client_KEY | Spreadsheet_Import_AR_Item |
FK_ATF_Payroll_Check_Entry_Option__Client__client_KEY | client_KEY | ATF_Payroll_Check_Entry_Option |
FK_Customer__Client__client_KEY | client_KEY | Customer |
FK_Enter_Transaction_User_Preference__Client__client_KEY | client_KEY | Enter_Transaction_User_Preference |
FK_AR_Customer_Payment_Option__Client__client_KEY | client_KEY | AR_Customer_Payment_Option |
FK_Vendor__Client__client_KEY | client_KEY | Vendor |
FK_Spreadsheet_Import_Bank_Account__Client__client_KEY | client_KEY | Spreadsheet_Import_Bank_Account |
FK_Spreadsheet_Import_Vendor__Client__client_KEY | client_KEY | Spreadsheet_Import_Vendor |
FK_Initial_Open_Item_Bank_Transaction__Client__related__client_KEY | related__client_KEY | Initial_Open_Item_Bank_Transaction |
FK_Client_Payroll_Item__Client__client_KEY | client_KEY | Client_Payroll_Item |
FK_Worker_Compensation__Client__client_KEY | client_KEY | Worker_Compensation |
FK_Spreadsheet_Import_Customer__Client__client_KEY | client_KEY | Spreadsheet_Import_Customer |
FK_Bank_Reconciliation_Rapid_Clear_Unmatched_Transaction__Client__impound__client_KEY | impound__client_KEY | Bank_Reconciliation_Rapid_Clear_Unmatched_Transaction |
FK_Employee__Client__client_KEY | client_KEY | Employee |
FK_Ach_Entry_Detail_Record__Client__client_KEY | client_KEY | Ach_Entry_Detail_Record |
FK_Billable_Item__Client__client_KEY | client_KEY | Billable_Item |
FK_Print_W2_Selection__Client__client_KEY | client_KEY | Print_W2_Selection |
FK_ATF_Payroll_Check_Entry_Option_Pay_And_Tax_Item_Definition__Client__client_KEY | client_KEY | ATF_Payroll_Check_Entry_Option_Pay_And_Tax_Item_Definition |
FK_Payroll_Check_Payroll_Item_Import__Client__client_KEY | client_KEY | Payroll_Check_Payroll_Item_Import |
FK_Payroll_Check_Tax_Item_Import__Client__client_KEY | client_KEY | Payroll_Check_Tax_Item_Import |
FK_Print_1099_Selection__Client__client_KEY | client_KEY | Print_1099_Selection |