WebFile Guide for PEOs

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.

WebFile Guide for PEOs

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Last Revised 07/01/14