Set up client entity groupings
For a summary of groupings and strategies for implementing them, refer to the Set up 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.
When you add items in this screen, they appear in the
Entity
field on the Main
tab of the Clients setup
screen.note
The
Client Entities
screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by selecting (or by pressing CTRL+Shift+H). To add a new client entity grouping:
- Select .
- SelectAdd.
- Enter anIDfor the department.
- Enter aDescriptionfor the department.
- SelectEnterto save your changes.
note
You can also add, edit, or delete groupings by right-clicking in a field tied to a list of groupings.
