> For the complete documentation index, see [llms.txt](https://help.semoreport.com/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.semoreport.com/guide/skill-1/8.md).

# 거래처 추가하기

## 💡 핵심 꿀팁

{% hint style="info" %}
홈택스에서 아직 미수임 상태이거나 개별로 거래처를 등록하고 싶은 경우

수임처 앱에서 엑셀 파일로 업로드하여 거래처를 간편가입 시킬 수 있어요
{% endhint %}

## \[방법1] 홈택스

### STEP 1. 홈택스 거래처 가져오기

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FmUgK5S1vQk72J75WVIwO%2Fimage.png?alt=media&amp;token=98005732-8e37-4be0-b2bd-ce3f2bb77e80" alt=""><figcaption></figcaption></figure>

### STEP 2. 홈택스 정보 업데이트

{% hint style="info" %}
세무사무소 인증서 선택 > 비밀번호 입력
{% endhint %}

<div align="left"><figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2F4AmmxwGgMhILROx9DLSX%2Fimage.png?alt=media&amp;token=fb805a9e-32e8-4538-9069-c06f4dcc0352" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
거래처를 등록했는데, 핸드폰 번호가 없는 경우, \
핸드폰번호가 없는 거래처를 선택한 후 홈택스 업데이트를 눌러주세요
{% endhint %}

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FI8MCwgmlJ28cCd9JURPS%2Fimage.png?alt=media&amp;token=9e14d929-7493-4807-9d79-6e96603d5d82" alt=""><figcaption></figcaption></figure>

## \[방법2] 엑셀

### STEP 1. 양식 다운로드&정보저장

엑셀 일괄 등록 / 업데이트하기 클릭해 주세요.

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FaAV4P18cjSEoqtVoU6C5%2Fimage.png?alt=media&amp;token=cfeeef5b-b150-4d35-90cd-b212fac7daf1" alt=""><figcaption></figcaption></figure>

### STEP 2. 양식 다운로드>위멤버스

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FpEqAfmGDP1hQxWEQJ7H2%2Fimage.png?alt=media&amp;token=c20334b0-0cb3-4d29-89c8-316bfa8eb223" alt=""><figcaption></figcaption></figure>

### STEP 3. 거래처 정보 입력&저장

(양식에 거래처명, 사업자번호, 대표자명, 핸드폰 번호 입력 필수!)

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FcIIPB889NCM9MR6xTEm6%2Fimage.png?alt=media&amp;token=57b923b2-c231-420a-a70b-347793f71c39" alt=""><figcaption></figcaption></figure>

### STEP 4. 파일 불러오기

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FSao1ZjE7GmF7y5xl558P%2Fimage.png?alt=media&amp;token=853fb8ce-f044-4b16-974c-17c9a98854ba" alt=""><figcaption></figcaption></figure>

### STEP 5. 위멤버스 양식&#x20;

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FGNhdy7Zbjlb4YIxJROC8%2Fimage.png?alt=media&amp;token=90ec0935-5dde-4f23-a94d-72e7288ef53c" alt=""><figcaption></figcaption></figure>

### STEP 6 . 파일 선택 후 첨부

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FNadjh1r4bEE8bc0oHtTy%2Fimage.png?alt=media&amp;token=03e793a1-06a5-4c09-aa58-76b4bc8c8735" alt=""><figcaption></figcaption></figure>

### STEP 7 . 저장

<figure><img src="https://1243755994-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZXSHYkoP5SYS5NgPhxEP%2Fuploads%2FXZPr2v2CqYDgH4tlisDR%2Fimage.png?alt=media&amp;token=e935696f-7c03-48e3-8e16-131dee4cf9ee" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}

* 수임처에 등록한 그룹을 \
  세모리포트에서그대로 볼 수 있어요
  {% endhint %}