Clients

The first screen in most products is your client list. The page is divided into a left-hand menu and a main content area.

The Client section of the left menu offers three views:

• My Clients — clients associated with your user account.
• All Clients — every client on the customer account.
• New Client — create a new client record.

Click Add Client, or choose New Client from the left menu, to open the new-client form.

Complete the form:

• Type of client — Individual, Corporation, Partnership, S Corporation, Non-grantor trust, or Estate.
• Tax year ending — the month and day the client’s tax year ends.
• Client code — an internal code to identify the client. We recommend the first four letters of the last name plus the last four digits of the ID (SIN, SSN, EIN, etc.).
• Last name / Company name — for security, avoid entering full names.
• Notes — internal notes only; these never appear on any statement.

For individuals, click Add Spouse on this screen to create both accounts at once. When you’re done, click Save.

How the per-row actions appear depends on your dashboard settings. Under Tax Calculator Settings → Button Style you can choose icons only, text only, or icon and text. With icons only, an edit icon appears at the right of each row; with the other styles, the actions appear when you hover over the row.

Each client row offers three actions:

• Select — open and work on the client account.
• Edit — modify the client information.
• Delete — mark the client as deleted and remove it from the list.

When a client account is selected, the left menu gains additional options — Edit & Transfer Client plus the options specific to the software you’re using. In the 962 Election Assistant, those are Investment, View Election, and New Election.