Client Screen

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.

Client Screen, Actions: Edit Client

In the dialogue box, you can edit or change the Client Name. Save your changes by clicking "Save".

Edit Client Dialogue Box

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.

Client Screen, Actions: Edit Client

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".

Edit Client Dialogue Box - IRS Form Dropdown

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.


Q: How do I change/modify a Client ID ?

A: We currently don't allow you to change/modify a ClientID, as that is a unique ID. If you've erroneously created a ClientID or need to change the client ID, we currently suggest you make a new client with the proper ID and archive the unused/incorrect one.

Pro Tip: Tallyfor uses CCH Axcess' "Client ID", but we call the "Name", "Client"

Tallyfor CCH Axcess
Client Name
Client ID Client ID

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