Account
Ability regards all filers as clients. Depending upon the type of returns
to be filed, a filer can be a Payer (1099-MISC, 1099-NEC, 1099-DIV,
1099-INT, 1099-OID, 1099-PATR, 1099-B, 1099-G, 1099-Q, 1099-R, 1099-LTC,
W-2G), a Lender (1099-A, 1098, 1098-E), a Creditor (1099-C),
a Filer (1098-F, 1098-T, 1099-S), a Trustee (5498, 5498-SA,
5498-ESA, 1099-SA), a Corporation (1099-CAP, 3922), a Donee
(1098-C), a Transferor (3921), an Issuer (1095-B), or, an Employer
(1095-C, W-2, W-2C). |
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The Client
(Filer) Management module includes all of the tools necessary
for Adding, Editing, Deleting,
Copying, Printing, Importing
and Exporting client records. There
is no limit to the number of clients you can enter into Account Ability.
The incremental
search panel can locate a client's record in seconds. In the illustration
above, client IDMS has been located by Name with just
two keystrokes - the letters ID. Client records can be located by Client
ID, Name, and Taxpayer ID.
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