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[Name]
New Client Setup
Business
General Billing
Client ID#   Biller:
Engagement #   [Partner 1]   [Partner 3]  
[Partner 2]  
Name  
Address 1   Format: (Standard)
Address 2  
City  
State   Custom
Zip  
Newsletter   Astrop  
Telephone   Tax Projection   Financial Planning  
Fax  
Cell Phone   Tax
Entity Type Client ID#  
  Individual     Non-Profit  
  Fiduciary     Bus Development   Type:
  Corporation     Other     Individual     Partnership  
  S Corporation   Partnership     Corporation     Fiduciary  
Year End   Group:  
E-Mail   Preparer:
[Partner 1]   [Partner 3]  
Administrative [Partner 2]  
Partner:
[Partner 1]   [Partner 3]   Date Incorporated  
[Partner 2]   State Incorporated  
Principle Business  
Group: Product/Service  
  Individual     Business Develop   Federal ID Number  
  Business     Financial Stmt  
Referral  
Projects
1040   Admin   IRS  
1041   Audit   Litigation  
1065   Bus Consult   Payroll  
1120   Bus Develop   Review  
1120-S   Compile   Misc - Billable  
990   General Ledger  

Click filename below to access file

New Client Setup - Business.xls




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