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Set up your client

Change your client’s business entity type

Many small businesses begin as sole proprietors and later decide to lessen their personal liability by forming a business entity, such as an LLC or a corporation, which can offer some liability protection.
Follow these steps if you need to change your client’s type of business.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select the
    Accounting Information
     tab.
  3. Select the entity from the dropdown list in the Entity Type section.
    note
    • The application uses the entity type to determine which tax codes are available to be assigned in the
      Setup
      , then
      Chart of Accounts
       screen.
    • If you access Accounting CS via Virtual Client Office, you can view the information in this tabbed page, but you can't modify it.

This article applies to:

  • PRODUCT: Accounting CS

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