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2011 Client Write-Up Setting Up a New Client
Business Information
Complete the Business Information tab of Client Setup
(Setup > Client Information > Business Information).
Figure 3-2: New Client - Business Information
• Deposit Frequency — Used to determine whether a Schedule B is required to be
filed with Form 941. Select Semi-Weekly to produce a Schedule B with Form
941. Select Monthly to fill in Line 17 of both Form 941 and 941-SS. Refer to the
instructions for Form 941 at www.irs.gov for IRS guidelines regarding the appropriate
deposit frequency.
• Bus. Type — Select one from the drop list: sole proprietor, partnership, corporation,
or an S-corporation.
• Start of Year Date — Set this date to the first day of the client's business year. For
example, if the client's fiscal year begins April 1, the start-of-year date is 04/01/
2011. Fiscal or calendar years are allowed.
• Company No Longer in Business — Select this option if the client went out of
business during 2011. When this option is selected, the Last Business Date field
is activated where the client’s last date in business in 2011 should be entered.
• Live/ATF Portals Payroll — If this client is a portals payroll client, specify
whether they are a “Live” or After-the-Fact (“ATF”) portals payroll client. The
default selection is Live Portals Payroll.
NOTE
Disregard the Live Portals Payroll and ATF Portals Payroll settings if
this client is not a portals payroll client.
• Employer has Private Family Leave Insurance Plan — Select this option if the
client offers employees a private family leave insurance plan. When this option is
selected, the Private Family Leave Insurance Plan Number field is activated
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