Client Identification Section

This section contains basic Identification information.

Here’s how to complete this screen:

Type of Filer determines which Federal reports to file, and when deposits are required. Choose from:

Form 941 Monthly

Form 941 Semi-weekly

Form 943

Form 944

Household Employer

The section from Name to Zip Code contains the Client’s principal address. This should always be the address that is on file with the IRS. This address prints on all forms, 941, W-2 and so on.

The Continuation or D/B/A field can hold either the continuation of the Client’s name, or the name under which the Client does business. If it is a trade name, add the letters DBA to the front of the name, as in

Tom Jones Enterprises

DBA Alice’s Restaurant

The Federal Tax ID must be the one issued to the entity in the Name field. Only FEIN’s can be entered.

Entries in the Contact Person and Title print on reports (if specified under Preferences), and Client bills.

The EFTPS PIN is used for IRS electronic deposits and prints on the EFTPS report.

Enter the number of hours in a standard work week for this Client in Work Week. This value becomes the basis for Regular Pay when doing live payroll.

Standard Charge is not currently used.

The information in the Kind of Employer box is used for W-3 reporting purposes. It is used to indicate whether an employer is tax-exempt per IRC Section 501(c) 3. Please read Publication 557, Tax-Exempt Status for your Organization for more.

If you are not a tax-exempt organization under 501(c) 3, select Regular.

Your selection has no effect on the operation of the software. In other words, saying you are tax-exempt under 501(c) 3 will not affect any calculations. You must set any exemptions yourself in the Client, or individual employees.