Enter basic client information

Do the following to enter basic identification and contact information for your client:
  1. Go to the
    Main
    tab in
    Setup
    Clients
    .
  2. In the
    Identification
    section, enter the following details:
    • Client ID
      : Enter up to 11 alphanumeric characters. The system automatically uses all capital letters. Avoid spaces or special characters.
    • EIN or SSN
      : Enter the client’s 9-digit Employer Identification Number or Social Security Number. If you enter 9 digits without hyphens, the application assumes you're entering an EIN and inserts a hyphen after the 1st 2 digits
    • Client Name
      : Enter the business name (up to 50 characters) exactly as you want it to appear on financial statements and reports.
    • Payroll Name
      : Specify the business name (up to 50 characters) for payroll forms such as W-2s, 1099s, and state filings.
    • DBA Name
      : If relevant, enter the client’s DBA (doing business as) name (up to 50 characters).
  3. Enter the address for the client in the
    Addresses
    section.
  4. To add additional work locations, select
    Locations
    . In the
    Client Locations
    window, designate a primary location and add as many alternate locations as needed.
  5. Enter identification details for each location:
    • Description
      : Enter a unique description.
    • Reporting unit
      : Certain states assign a reporting unit code for work locations. Enter the reporting unit number that applies to the work location.
    • Primary location
      : Mark the location as the primary if needed. All new employees will default to this address.
  6. In the
    Phone and Fax Numbers
    section, enter all relevant numbers. Select the down arrow icon to add multiple numbers.
  7. In the
    Email and Web Addresses
    section, enter the client’s email and website. Select the email icon to open your email client, or select the website icon to open the website in your browser.
  8. Select the ellipsis in the
    Additional Contacts
    section to open the
    Additional Contacts
    screen. Enter as many contacts as needed. They’ll display in a comma-separated list. If a contact should sign payroll forms, mark the
    Payroll form signer
    checkbox to make them available in the
    Payroll tax forms
    window.
  9. Select the ellipsis in the
    Services
    section to add or remove services for the client. The system displays all enabled services.
  10. Use the
    NetClient User Account
    window to select which clients your staff can access via the NetStaff CS portal. Select the ellipsis next to the
    Account
    field, mark the NetClient CS sign in IDs, and select
    OK
    .
  11. Enter the following client information:
    • Active date
      : Select the date your firm began doing business with the client.
    • Inactive date
      : If you stop working with the client, enter the end date. After this date, the client no longer appears in active lists. You can view or modify information by selecting
      Include inactive
      in the
      Clients
      screen.
    • Inactive reason
      : When you enter an inactive date, specify why, such as Business closed, Business sold, or Canceled service.
    • Explanation
      : Enter up to 1,000 characters to explain the status change. Select the ellipsis to open a window with a spell checker for longer entries.
    • Industry code
      : Select the ellipsis to select the industry code.
  12. In the
    Staff Assignments
    section, select the primary and backup processors and the assigned reviewer from your firm’s staff list.
  13. Select
    Enter
    to save all client information.