Entering/Amending Basic Client Details

A client's Main Details are the basic information about that client and their relationship with your practice. Examples include name, address, client code, who pays their fees, who introduced them and which of your staff deal with them. There is no financial information in a client's main details, and all clients in Sage Taxation have them (whether they are individuals, sole traders, partnerships, corporations or trusts), although the structure of these details changes for different types of client. Even individuals (or businesses) that are only set up in Control Centre and for no other products have these details. In reality, it is the Control Centre module of Sage Taxation that handles all Main Details for every client you have set up in Sage Taxation, but for convenience, Main Details can be viewed and edited from any Tax product, including Business Tax.

Open the Client's Main Details

You can open the Main Details form for the currently selected client in the following ways:

• From the File menu, choose Main Details; or
• Click the Details button on the Toolbar.

The name and code of the client is displayed in the title bar of the form. There should be seven tabbed forms in the window, for either Sole Traders or Partnerships. If you look at the various forms, you will notice that the majority of the information is information you were asked for in the Client Creation Wizards. One of the main purposes of the Main Details forms is to be able to review and amend the data you entered for the client on their creation. You can also use these forms to add any data you did not have available when you first created the client.

However, there is other information you can add using these forms, most importantly, you can add extra details about owners and partners that you specified when you created the business client.