Client Ledger System™ Software
Electronic Filing of Information Returns
The IRS electronic filing requirements for information returns 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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