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Setup

Enter Client Identification Information

Use the Main tab to enter client identification, status, dates, fiscal year, limits, and grouping information for a client record.
The Main tab in the Client setup screen stores the primary information for a client record. This information includes identification details, classification, status, relationship dates, fiscal year end, financial limits, and groupings used for filtering and reporting.

Client identification fields

Use the identification fields to define the client and how the client appears in the application.
  • ID
     stores the unique alphanumeric client ID. The application saves this value in uppercase.
  • Sort
     stores the sort name used in lists and reports.
  • Name 1
     and
    Name 2
     store the client name.
  • For individual clients,
    First Name
    ,
    Last Name
    , and
    Date of Birth
     store personal identification details.
  • If applicable, spouse first name, spouse last name, spouse date of birth, and spouse SSN can also be entered.
If the spouse SSN matches an UltraTax CS 1040 client spouse record, the application can prompt you to accept shared data.

Client classification and status

The Main tab includes fields that identify the client type and current status.
  • Class
     identifies the record as
    Client
     or
    Prospect
    .
  • Status
     stores the current client status. New clients default to
    Active
    .
If
Administrative
 is selected, only administrative activities can be entered for that client.

Relationship dates

Date fields track the client relationship with the firm.
  • Start
     stores the date the firm began doing business with the client.
  • Left
     stores the date the client relationship ended.
If a left date is entered, the client is unavailable on the Time & Expense Entry screen.
If the client is a parent in a client family, remove that relationship before entering a left date.

Fiscal year and financial limits

The Main tab also stores fiscal year information and financial controls for the client.
  • FYE
     stores the fiscal year end month.
  • WIP Limit
     stores the maximum outstanding work-in-process amount.
  • A/R Limit
     stores the maximum outstanding receipts amount.

Groupings

Groupings organize client records for filtering and reporting.
You can assign grouping values such as office, partner, manager, associate, entity, and industry code.
These values are maintained in the Groupings setup screen.

This article applies to:

  • Product: Practice CS
  • Subject: Setup