Table of Contents

Displaying additional client information in the Client List

Christopher H Updated by Christopher H

Displaying SSN/EIN

By default our software will display only client names in the Client List.

  1. Launch the program.
  2. Double-click the Client List heading to toggle displaying the clients' SSN/EIN.

Displaying other client information in Payroll System

Payroll System includes a highly customizable Client List. Other columns can be displayed including: Employer Name, Control Number, ID, Trade Name, Street, City, State, Zip, Country, Contact, Contact Title, Phone, Fax, Email, Directory, Preparer and Form Filing Status.

  1. Click Utilities > Client List Options.
  2. Select the desired settings in Client List Options.
  3. Click Save.
  4. Provide a name for the file then click OK.
  5. Click Close.

How did we do?

Client Folder

Filter/Sort Client List