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Client Screen
In This Article
The Client Screen is where you can see all your clients.
How to Add a Client
In Tallyfor, the "+" or "+Add" means, "add something" for example a client or an Automated Trial Balance
Add a new Client with the "+ Add" button
You can create an unlimited number of Automated Trial Balances for each client. This can be for different years, or if you are working with versions, several versions for each year.
How to Delete/Archive a Client
At this time, it is not possible to delete a client, but you can archive clients and they will be removed from your main client view. This way you can keep your main client view neat and clean.
Note: You need to be admin to archive and unarchive accounts.
You archive a client by clicking on the "Archive this client" button in the "Actions" row of the client screen.
You can also unarchive them. To Unarchive a client, check the "Show Archived Clients" box, then click the "Unarchive this client" under the "Action" row.
NOTE: After Unarchiving a client you will need to refresh your browser in order to add an ATB.
Archive Client/Unarchive Client Process
How to Edit a Client Name
To edit a client name, go to the row of the client you want to edit and click on the pencil icon in the "Actions" column.
In the dialogue box, you can edit or change the Client Name. Save your changes by clicking "Save".
How to Change Entity/Return Type
To change a client's entity (return) type, go to the row of the client whose return type you would like to change and click on the pencil icon in the "Actions" column.
In the Edit Client dialogue box, you can change the return type using the "IRS Form" dropdown. Choose the form you would like to change to and click "Save".
Only newly created binders will pick up the new return type mappings. Existing ones will maintain the previous return type ones. Please create a new ATB/binder after you have changed the return type to apply new return type mappings.
FAQs
Q: How do I change/modify a Client ID ?
A: We now allow you to change or modify the Displayed Client ID.
The Displayed Client ID is required, must be unique, and cannot contain the following characters: "/ . #$[]"
You can edit from the pencil icon on the client row.
We now assign a Permanent Client ID under the hood. (Here’s how you can view it.
Pro Tip:
Hovering over the Displayed Client ID for 1 second will display the Client UUID, which Tallyfor assigns.
While the Client UUID is displayed, a single click will copy the ID to your clipboard.
Pro Tip: Tallyfor uses CCH Axcess' "Client ID", but we call the "Name", "Client"
| Tallyfor | CCH Axcess |
| Client | Name |
| Client ID | Client ID |