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Set up your client

Add work locations for a client

You can enter an unlimited number of work locations for a client, but you can specify only 1 as the client's Primary location. The address information specified as the primary location displays in the
Main
 tab of the
Clients
 screen for the client and is used as the default work location for all new employees of the client.
The application uses the locations to determine the taxes and taxable wages on any earnings entered for employees in that location. However, when a client (or employee) physically resides at 1 address but chooses to receive mail at another address or to use a PO box, the application calculates taxes on earnings entered based on the client (employee) address for which the
Taxing
 (or
Resident
)
address
 checkbox is marked. When calculating taxes for payroll tax forms, the application uses the client's business address.
The application uses the client's mailing address for reports, checks, invoices, etc. and the employee's mailing address for sending employee forms (W-2s, 1099s, etc.).
Do the following to add 1 or more work locations for a client.
  1. In the Main tab of the
    Clients
     screen, select
    Locations
     in the Addresses section to open the
    Client Locations
     window.
  2. In the Identification section, enter a unique description for the work location. If this is the primary location, mark the
    Primary location
     checkbox. If the state has assigned a reporting unit number for the work location, enter that number in the
    Reporting unit
     field.
  3. In the Addresses section, enter the address for this location.
  4. In the Phone and fax numbers section, enter the phone and fax number information for the client.
  5. In the Email and web addresses section, enter the email address and website URL for this location, if appropriate.

This article applies to:

  • Product: Workpapers CS