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Create Clients and Add Binders

Tallyfor is organized in a similar manner to your tax software. Clients are the primary object and are associated with one or many binders. A client can have multiple binders in a given year.

Updated over 2 weeks ago

Creating a new client

To create a new client in the system:

  1. Click the Add Client button.

  2. Enter the client's name in the name field.

  3. Enter an ID for the client.

  4. Select the appropriate form type from the dropdown menu.

The dropdown displays all supported form types available in the system.

Once you complete these fields and create the client, the system automatically filters the clients table to display your new client's specific row.

The client table showing the filtered view with the plus button visible next to the new client row

Adding binders to your client

After creating your client, you can add binders:

  1. Locate your client's row in the filtered table.

  2. Click the '+' button to add a binder.

When you have multiple binders, they become available for use in future roll forwards.

Starting work with your client

To begin working with your new client:

  1. Click New Empty to start with a blank binder.

The interface showing the New Empty option for beginning client work

This creates a new empty binder where you can begin your client work.

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