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Add a short-year client

  1. Select
    File
    , then
    New Client
    .
  2. If your firm has multiple data locations, verify that
    Data location
     shows the correct location.
    note
    If your firm has not set up multiple data locations, this field is not available.
  3. Complete
    Client ID
    ,
    Name
    ,
    Entity
    ,
    EIN / SSN
    , and
    Current fiscal year end
    .
  4. On the
    Calc period
     tab, either enter information or use the default information.
  5. Select the
    Short years
     tab.
  6. In
    Most recent
    , enter the ending date of the month preceding the month that the short year began.
    This is the client's first year and it is a short year. If the client's fiscal year began May 15, 2018 and ended December 31, 2018, you would enter 4/30/18.
  7. If you want to protect the client's data with a password, select
    Advanced Properties
     and enter a password.
  8. Select
    OK
     to save.

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