Adding a Client

Each client corresponds to a single financial statement. Multiple checklists can be added for each client financial statement.

Note: This procedure is not applicable for firms who use AutoCheck along with CCH Axcess™ Knowledge Coach. For these firms, checklists are linked to engagements that are created and managed in Knowledge Coach. See the Knowledge Coach Help for more information.

To add a client, do the following:

1. If needed, click to open the All Clients page.
2. Click New Client.
3. Enter the client information.

Field	Description
Client Name	Enter the client name.
File Reference	If needed, enter identifying information for the client.
Period End	Enter the last day of the period that this checklist will apply to. Note: The period start date is entered on the checklist Overview page after you create the client.
Status	Select an option to indicate the progress of the work on this checklist.

4. Click Add Client.