Table of Contents

Client List: Displaying Additional Client Information

Christopher H Updated by Christopher H

Displaying SSN / EIN

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

To include the client's SSN / EIN in the Client List double-click the Client List heading shown in the image below:

Each time this panel is double-clicked the SSN / EIN column will toggled on / off.

Displaying SSN / EIN and Other Client Details [Payroll System Only]

Our Payroll System software includes a highly customizable Client List.

As shown, 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.

To access Client List Options select Utilities > Client List Options from the menu bar or double-click the Client List Heading as shown below.

How did we do?

Client List

Configuration Options