To create a new client, you can do it from portal.experttax.com and click on New Client.
Choose the Client Type and fill in the basic information.
Then press Create.
The information related to contributions is (optional).
If you have a Payroll and Withholding license and you are going to use it with the client, you can activate the service in the process of creating the client profile (optional).
You must press the inactive button, the license will be activated, and you will be able to enter the module directly.
From the client profile you can edit information if necessary.
If you would like assistance or need more information, please feel free to write to us at support@experttax.com or open a ticket at support.experttax.com and we will assign a technical support staff to contact you as soon as possible.