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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
Help
Enable Default Terminology
 (or by pressing CTRL+Shift+H).
To add a new client entity grouping:
  1. Select
    Setup
    Groupings
    Clients
    Entities
    .
  2. Select
    Add
    .
  3. Enter an
    ID
     for the department.
  4. Enter a
    Description
     for the department.
  5. Select
    Enter
     to save your changes.
note
You can also add, edit, or delete groupings by right-clicking in a field tied to a list of groupings.

This article applies to:

  • Product: Practice CS
  • Subject: Setup