Finding and Viewing a Client – Ledgible

If you wish to view a specific client from your Tax Information Reporting Administrator account, you can do so under the Clients tab after logging in.

• Under the Clients tab, scroll down to the client list.

• From here, you can view your clients by their ID on the left. You will also be able to see any flags applied on client accounts indicating anything requiring attention under the Status column. Please note that no Personal Identifying Information is included in Ledgible Tax Information Reporting, and the client ID will be the same as the one used upon the creation of the client.

• You can further use the search bar to find the relevant client, or click the ID and Created Date headers to sort by those. You can view the client account by clicking Open Client.