how to setup a new client “company”€¦ · [email protected] vwm.abccorp.com [email protected]...
TRANSCRIPT
![Page 1: How to setup a New Client “Company”€¦ · Info@abccorp.com vwm.abccorp.com janet@abccorp.com Label Name (Override) Location's Description Main Office Main Location Mailing Address](https://reader036.vdocuments.net/reader036/viewer/2022071017/5fd0b8b559223761b767a38c/html5/thumbnails/1.jpg)
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How to setup a New Client “Company”
Create new client
General Information
Tax Control
Contact Manager
Billing / Fee Reviews
Flowsheets
![Page 2: How to setup a New Client “Company”€¦ · Info@abccorp.com vwm.abccorp.com janet@abccorp.com Label Name (Override) Location's Description Main Office Main Location Mailing Address](https://reader036.vdocuments.net/reader036/viewer/2022071017/5fd0b8b559223761b767a38c/html5/thumbnails/2.jpg)
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Create the New Client
We are going to highlight some key fields that
we don’t want you to overlook when first
setting up a new client.
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Client Information
Tax Records ... Next enter the earliest tax year you are completing for the client.
![Page 4: How to setup a New Client “Company”€¦ · Info@abccorp.com vwm.abccorp.com janet@abccorp.com Label Name (Override) Location's Description Main Office Main Location Mailing Address](https://reader036.vdocuments.net/reader036/viewer/2022071017/5fd0b8b559223761b767a38c/html5/thumbnails/4.jpg)
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Tax Control
![Page 5: How to setup a New Client “Company”€¦ · Info@abccorp.com vwm.abccorp.com janet@abccorp.com Label Name (Override) Location's Description Main Office Main Location Mailing Address](https://reader036.vdocuments.net/reader036/viewer/2022071017/5fd0b8b559223761b767a38c/html5/thumbnails/5.jpg)
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Contact Manager
![Page 6: How to setup a New Client “Company”€¦ · Info@abccorp.com vwm.abccorp.com janet@abccorp.com Label Name (Override) Location's Description Main Office Main Location Mailing Address](https://reader036.vdocuments.net/reader036/viewer/2022071017/5fd0b8b559223761b767a38c/html5/thumbnails/6.jpg)
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Billing
![Page 7: How to setup a New Client “Company”€¦ · Info@abccorp.com vwm.abccorp.com janet@abccorp.com Label Name (Override) Location's Description Main Office Main Location Mailing Address](https://reader036.vdocuments.net/reader036/viewer/2022071017/5fd0b8b559223761b767a38c/html5/thumbnails/7.jpg)
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Flowsheets
![Page 8: How to setup a New Client “Company”€¦ · Info@abccorp.com vwm.abccorp.com janet@abccorp.com Label Name (Override) Location's Description Main Office Main Location Mailing Address](https://reader036.vdocuments.net/reader036/viewer/2022071017/5fd0b8b559223761b767a38c/html5/thumbnails/8.jpg)
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Setting up a New Client “Company” Recap
Create new client
General Information
• Install Date
• Current Accountant
• Current Bookkeeper
• Current Payroll Person
• Monthly Client
Tax Control
• Entity Type
• Fiscal Year End
• Will we prepare the tax return?
• Tax Accountant
• Add/Link Owners
• Payment Method (Billed, YE)
Contact Manager
• Link to related contacts
• Add Phone Numbers
• Add Email & Website
• Add Addresses
Billing / Fee Reviews
• Current Monthly Fee
Flowsheets
• Monthly
• Quarterly
• Yearly
• Property Tax