Annual Report Filing


The Client ID is a feature that is added for your billing and tracking convenience. The Client ID is a unique number or name that you create and type into the system when prompted that helps you to organize and track your account activity by client.

For example, if you are doing three Annual Reports and each one is for a different client, you may choose to assign those Annual Reports individual numbers such as Client 1, Client 2, Client 3. You may also choose to use an individual name or project name such as Lowe Project, Gray Project and Edwards Project. When you view your Account Management feature, the Annual Reports that you have done under a specific Client ID will be grouped together so that you can keep track of the expenses incurred and easily report the information to your billing department.

If you do not choose to use the Client ID feature, when prompted to enter a Client ID, simply leave the entry space blank, click continue, and resume your search.


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