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Set up your client

Add work locations for a client

You can enter an unlimited number of work locations for a client, but you can specify only 1 as the client's Primary location. The address information specified as the primary location displays in the
Main
 tab of the
Clients
 screen for the client and is used as the default work location for all new employees of the client.
The application uses the locations to determine the taxes and taxable wages on any earnings entered for employees in that location. However, when a client (or employee) physically resides at 1 address but chooses to receive mail at another address or to use a PO box, the application calculates taxes on earnings entered based on the client (employee) address for which the
Taxing
 (or
Resident
)
address
 checkbox is marked. When calculating taxes for payroll tax forms, the application uses the client's business address.
The application uses the client's mailing address for reports, checks, invoices, etc. and the employee's mailing address for sending employee forms (W-2s, 1099s, etc.).
Do the following to add 1 or more work locations for a client.
  1. In the Main tab of the
    Clients
     screen, select
    Locations
     in the Addresses section to open the
    Client Locations
     window.
  2. In the Identification section, enter a unique description for the work location. If this is the primary location, mark the
    Primary location
     checkbox. If the state has assigned a reporting unit number for the work location, enter that number in the
    Reporting unit
     field.
  3. In the Addresses section, enter the address for this location.
    note
    • Use the
      Address verification
       feature to enter the city, state, and ZIP code.
    • Use the down arrow
      Selection
      to enter up to 3 addresses.
    • Specify an address as the mailing address by marking the
      Mailing address
       checkbox.
    • If this address is the 1 that should be used for taxing purposes for this work location, mark the
      Taxing address
       checkbox.
  4. In the Phone and fax numbers section, enter the phone and fax number information for the client.
    note
    Use the down arrow
    Selection
    to enter multiple phone numbers for the location.
  5. In the Email and web addresses section, enter the email address and website URL for this location, if appropriate.
    note
    After you enter this information, you can select
    Email
     to open your default email client with this address in the To: line, and you can select
    Website
     to automatically open the specified website using your default browser.

This article applies to:

  • PRODUCT: Accounting CS

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