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Guide for PEOs

Page 32

Last Revised 07/01/14

Adding a Client

8.

Select

9.

Enter the Name and FEIN of the client. Save will appear if the FEIN is entered correctly. All

information entered will not be saved unless you hit “Save.”

When entering a FEIN, enter 9 digits only, no dashes.

10.

You will note that if you enter a Federal Employer Identification Number (FEIN) of a client

that is already active, you will not be allowed to enter it again. This is to prevent re-entering

the same client twice and creating a duplicate entry.

11. When entering client’s address information it is necessary to enter

the client’s own address

information and not the PEO’s address.