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General Billing
Client ID#   Biller:
Engagement #     Phil     Bruce  
  Jennifer  
Name  
Address 1   Format: (Standard)
Address 2  
City  
State   Custom
Zip  
Newsletter   Astrop  
Telephone   Tax Projection   Financial Planning  
Fax  
Cell Phone   Tax
Business Tele  
Client ID#  
Social Sec # (T)  
Social Sec # (S)   Type: Individual
Group:  
Entity Type Individual
Preparer:
Year End     Phil (2)     Bruce (9)  
  Jennifer (8)  
E-Mail  
Projects
Administrative
1040   Bus Consult  
Partner: 1041   Bus Develop  
  Phil     Bruce   1065   Compile  
  Jennifer   1120   General Ledger  
1120-S   IRS  
Group: 990   Litigation  
  Individual     Business Develop   Admin   Payroll  
  Business     Financial Stmt   Audit   Review  
Misc Billable  
Referral  

Click filename below to access file

New Client Setup - Individual.xls




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