Depending
upon the type of returns to be filed, a filer can be a Payer
(1099-MISC, 1099-DIV, 1099-INT, 1099-OID, 1099-PATR, 1099-B, 1099-G, 1099-Q,
1099-R, 1099-LTC, W-2G), a Lender (1099-A, 1098, 1098-E), a Creditor
(1099-C), a Filer (1099-S, 1098-T), a Trustee (5498,
5498-SA, 5498-ESA, 1099-SA), a Corporation (1099-CAP, 3922),
a Provider (1099-H), a Donee (1098-C), a Transferor
(3921), or, an Employer (W-2, W-2C). To avoid this ambiguity,
Account Ability regards all filers as clients and uses the terms client
and filer synonymously. |
The Client
(Filer) Management module includes all of the tools
necessary for Adding, Editing, Deleting,
Copying, Printing, Importing
and Exporting client records. There
is no limit to the number of clients you can enter into Account Ability.
The incremental
search panel can locate a client's record in seconds. In the illustration
above, client IDMS has been located by Name with just
two keystrokes - the letters ID. Client records can be located by Client
ID, Name, and Taxpayer ID.
If you are a single practitioner,
you need only create a client record for yourself.
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