Client Ledger System™ Software

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.

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.

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

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.