This screen contains the following elements:
Search Box – located in center of screen
Menu List - located on the left side of screen. The available selections in the menu list change, depending on your active screen. These may include:
Home – returns you to the Valid Applications list
Search – returns you to this search screen from other customer information screens
Customer information screens – once you have selected a specific type of data, links to customer information screens will appear.
Log Off – used to log off when you have completed your session
Printer Icon – allows to you print data in a list format.
Diskette Icon – allows you to save displayed data lists to an Excel spreadsheet.
Customer Search
The Search Box allows you to search for customer information in several different ways.
To search by Customer ID or Corporate ID, enter the seven digit ID number used by the Tax Service: i.e., 12345-67. Entering only the first digits of the Customer ID will produce a list of all divisions starting with that number.
Example: entering 12345 will produce a list with 12345-00, 12345-01, 12345-02, etc.
From the list you can select the specific Customer ID or Corporate ID you wish to view.
To search by Customer Name, enter the business name
Example: Singing Telegrams, Inc.
Entering the first few letters of the customer name will produce a list of all customers with names beginning with those letters.
Example: Entering "singing" would produce a list with Singing in the Rain Sprinklers, Singing Clowns, Singing Telegrams, Singing Umpires, etc.
Clicking on the icon to the left of Customer Name gives you the option to search by DBA name or both Customer Name and DBA.
To search by the Collector ID, enter the ID number for the collector. You may also search by, the Collector Client ID, or both Collector ID and Collector Client ID.
To search by FEIN, enter the number, including hyphen. A list of all customer divisions associated with that FEIN will be displayed.
Search Screen Results:
A list of matches will be displayed, and this list can be organized in several ways. Using the drop down menu in the Sort Order field, you may sort your list by Customer ID, Collector ID, Collector and Client ID, Customer Name, Status, FEIN, or Corp. ID.
By clicking on the symbol immediately to the right of the Sort Order field, you may additionally sort the list Ascending (1,2,3,4, or a,b,c,d,) or Descending (4,3,2,1, or d,c,b,a).
If you are searching for a specific client and there is only one match to your search criteria, you will be taken directly to the Customer Snapshot screen.