Setup firm administration

Setting up client entity groupings

Use this grouping to distinguish the entities of clients serviced by your firm. Examples might include Individual, S Corporation, C Corporation, Partnership, Fiduciary, and Exempt Organization.
The items you add in this screen are available in the Clients setup screen > Main tab, in the
Entity
 field.
To add a new client entity grouping:
  1. Choose Setup > Groupings > Clients > Entities.
  2. Select the
    Add
     button.
  3. Enter an ID for the department in the
    ID
     field.
  4. Enter a description for the department in the
    Description
     field.
  5. Select
    Enter
     to save your changes.
note
You can also add, edit, or delete groupings on the fly by right-clicking in a field tied to a list of groupings.

This article applies to:

  • Product: DT Practice