See also

Delete a client

Create a client

If you use Sage Practice Solution and have client integration enabled, clients created in Sage Taxation will automatically be available in Sage Practice Solution. For more information see Connecting with Sage Practice Solution.
  1. From the File menu, choose New. The New Client Wizard appears.
  2. Select Partnership or Business (Sole Trade) as the type of client.

  3. You will then be asked which Sage Taxation systems you wish to set up for the client.

    If the client is a sole trade, then Partnership Tax is not an option and Business Tax is selected by default. Click Next to continue.

  4. When you click Next, you will go to a second wizard, either the New Partnership Wizard or the New Sole Trade Wizard, depending on the client you are creating.

What do you want to do?

Complete the New Sole Trade Wizard

Complete the New Partnership Wizard