Client Ledger System™ Software
VIDEO - Electronic Filing of Information Returns
The IRS electronic filing requirements for information returns (W-2, 1099/1098 and ACA forms) is changing significantly for 2024. This video explains the new filing requirements and provides demos of the CLS add-on programs, TM and NW.
CLS and FTC Compliance
PDF summarizing new FTC cyber-security compliance best practices and rules and noting the practices that are addressed by the security measures implemented in CLS.
1099-NEC Replaces 1099-MISC Instructions
If both NEC and other compensation types are found in an existing 1099-MISC series, you will need to separate them yourself.
Instructions on adding a letterhead image to CLS II transmittal letters
SM and UP Supported States
View a list of the states and unemployment forms supported by SM and UP addons.
If you have entered transactions in the wrong generation or ledger, follow these instructions to transfer transactions.
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