Adding a New Client

Manage client information in the client profile. When you set up client profiles, the information about each client is available in CCH Axcess products and is shown where applicable.

You have several options to create your list of clients. You can use a default client template or you can create a new client based on an existing client. If you decide to create new clients based on an existing client, you can select the specific information to copy to the new clients.

The options that display on the profile navigation panel are the profile windows that you are granted the functional right to view. You must also be granted the functional right to edit a profile window to make and save changes to that area of the profile.

To add a client, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Click New > Client on the Create group of the Home tab, or click New > Client from the Application button.
   • Select the box to the left of a client in the grid and select Copy in the Create group on the Home tab, or right-click a client in the grid and select Copy from the menu. This automatically selects Existing client for step 3, and the client you selected to copy is selected on the New Client window. Click Continue on the New Client window and proceed to step 4.
3. Select one of the following options to display the Client Profile window:

Default Template

1. Click the Default Template/Existing Client toggler at the top of the grid and select Default Template.
2. Select a default template from the Default Template grid. The seven system-defined client types that are generally used for tax preparation are, by default, listed first. These are followed alphabetically by the system-defined custom client types and any custom client types that are defined for your firm in Global Lists.

What return types are available for system-defined client types?

Client Type	Available Return Types
Individual	1040 Individual 5500 Employee Benefit Plan 706/709 Estate & Gift
Corporation	1120 Corporation 5500 Employee Benefit Plan 990 Exempt Organization 1120S Corporation
Partnership	1065 Partnership 5500 Employee Benefit Plan
Fiduciary	1041 Fiduciary 990 Exempt Organization 706/709 Estate & Gift
Non-Profit	990 Exempt Organization
Employee Plan	5500 Employee Benefit Plan

Note: For tax filing purposes, sole proprietors should be added as an Individual client type. Sole Proprietorship is not an accepted client type in Tax.

3. Click Continue.

Existing Client

1. Click the Default Template/Existing Client toggler at the top of the grid and select Existing Client.
2. Select an existing client from the Existing Client grid. The seven system-defined client types that are generally used for tax preparation are, by default, listed first. These are followed alphabetically by the system-defined custom client types and any custom client types that are defined for your firm in Global Lists.
3. Select the attributes that you would like to include for the new client from the Information to copy from existing client section. You can select the boxes beside General, Address/Phone, and Administrative to include all the available general, address and phone, and administrative sub-options. Selective address and phone information cannot be copied.
4. Click Continue.
4. Click the options on the navigation panel to enter information for the new client in the various profile windows. Click in the upper-right corner of the window for more assistance, if needed.
5. Click one of the Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new client. This option is available only when you are creating a new client.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.