Lesson 2: Adding a New Client
In this tutorial, we will guide you through the process of adding a new client to your GA-Taxpro software. Follow these simple steps to get started:
Step 1: Navigate to File > Client Records in the main menu. Click on the "Add New Client" button.
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Step 2: Create a new client number. This number must be between 1-6 alphanumeric characters. We recommend using the first few letters of your client's name for easy identification. Once you have entered the client number, click "Continue."
Step 3: Fill in the basic client details on the next page. This includes information such as the client's name, address, and contact information. Once you have completed this form, click on the "Returns" button to proceed.
Important: Make sure to click on "Returns" when you are done filling in the client details. Do not click on "Close" at this point.
Step 4: Confirm Tax Year and County on the next page. Click on the "Continue" button to proceed
note: you may be prompted with the below alert (even if the county name was entered). You can safely click "OK" to proceed.
