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Add a short-year client

  1. Select
    File
    , then
    New Client
    .
  2. If your firm has multiple data locations, verify that
    Data location
     shows the correct location.
  3. Complete
    Client ID
    ,
    Name
    ,
    Entity
    ,
    EIN / SSN
    , and
    Current fiscal year end
    .
  4. On the
    Calc period
     tab, either enter information or use the default information.
  5. Select the
    Short years
     tab.
  6. In
    Most recent
    , enter the ending date of the month preceding the month that the short year began.
    This is the client's first year and it is a short year. If the client's fiscal year began May 15, 2018 and ended December 31, 2018, you would enter 4/30/18.
  7. If you want to protect the client's data with a password, select
    Advanced Properties
     and enter a password.
  8. Select
    OK
     to save.
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