Client Window
Use this window to add, update and display client information selected by CLIENT ID.
Client ID F2
Identify each client with a unique ID of one to four alphanumeric characters.
EXAMPLE: A1
102
WAL
0001
Press F2 or the right mouse button to search for a client already in the
database. From the SEARCH METHOD pop-up, you can select either a PICK LIST or the FIND WINDOW.
Sort Name
Enter up to 10 alphabetic characters in this field. The system uses the entry
in this field when it sorts records by name. In most cases, your entry should
be the default provided by the system, which is the legal client's last name
followed by a comma and as much of the client's first name as space allows.
Legal Name/Address
Enter the legal name of the client — the party who receives statements and
notices. In some cases, the name you enter here will be different from the name
that should appear on disbursement checks (the PAY TO name, which is specified elsewhere in this window). For example, the LEGAL name may be the client, but the PAY TO name might be the name of the client's bank, including the bank account
number.
Name
Enter the client's name as you want it to appear on report headings, notices
and mailing labels. An entry up to 30 characters long is required.
Phone 
Address
Use these Radio Buttons to view either the primary phone number or the primary
address. These fields are read-only. Phone and address information must be
entered using the ADDR/PHONE button.
The ADDR/PHONE button brings up the ADDRESS/PHONE window. After address and phone information is saved in this window, it will
be displayed under the NAME fields on the main CLIENT WINDOW.
Address, line 1
Enter the street address for the client, as you want it to appear on all
reports and notices. The entry can be up to 30 characters in length.
Address, line 2-4
Use lines 2-4 for entering the remaining address information, including CITY/STATE/ZIP. On any line, if you enter a five digit U.S. zip code and nothing else, the
line will be filled in with the city, state and zip. For foreign addresses,
simply enter information as received.
Phone Numbers
Enter each phone number on a separate line. For valid input, the number should
be in XXX-XXXX or XXX-XXX-XXXX format, including the dashes. If you are entering international numbers,
input the number as is. When you press ENTER, you will receive an error message
about the number being improperly formatted. To keep the foreign format, press ACCEPT.
Pay To Name/Address
These fields should contain the name and address you want to appear on CLIENT DISBURSEMENT CHECKS. The same fields required for the LEGAL NAME/ADDRESS are required here. For speed of entry, your entries in the LEGAL NAME/ADDRESS fields are duplicated as default entries in the PAY TO NAME/ADDRESS fields. If the PAY TO NAME/ADDRESS is different than the LEGAL NAME/ADDRESS, you should override the defaults and type the correct information in each
field.
If the default entries are correct, just press TAB to move the cursor through
these fields with no changes.
Contact
Enter the name of the contact person for the client, if any.
Notes
In the NOTES field, you can record any information concerning the client that needs to be
remembered. Your entry can be any length.
SSN EIN
In order to report 1099 data to the IRS, you must indicate which type of tax
identification number is going to be entered into the TAX ID field (see next field). There are two possible types of TAX ID, SSN (or SIN in Canada) and EIN, which you specify using the radio buttons located to the left of the TAX ID field:
Select the SSN radio button (labeled SIN for Canadian companies) if the TAX ID number in the next field is a Social Security Number or Canadian Social
Insurance Number.
Select the EIN radio button if the TAX ID number in the next field is an Employer Identification Number.
Tax ID (Optional)
Enter the Federal TAX ID number that is to be printed on the 1099 tax form for this owner. This TAX ID number can be a SOCIAL SECURITY NUMBER or an EMPLOYER IDENTIFICATION NUMBER. Enter data in one of the following formats:
Social Security Number: XXX-XX-XXXX
Social Insurance Number: XXX-XXX-XXX
Employer Identification Number: XX-XXXXXXX
The type of TAX ID you use must be indicated by your selection of one of the radio buttons to
the left of this field.
If you do not make an entry in this field, there will not be a 1099-MISC tax
form for the corresponding client. If you want to print a 1099 for a client, be
sure to obtain the necessary information from the client well in advance of the
year's end.