ADQ Wizard - New Client List
You can produce ADQs for clients who are:
- Individuals
- Set up for Personal Tax
You can check which clients meet this criteria by using the Client List in the Client Navigator. Firstly, select Individuals from the Client Type drop down list above the Client list. This will then display only clients who are individuals. Click on the Client List and select Add/Remove Columns from the pop-up menu. Choose the SA100 Client from the sub-menu. This will add a column to the Client List which contains a Yes for each client who is set up for Personal Taxation.
Control Centre allows you to produce ADQs for more than one client at a time. To do this, there is a wizard that enables you to filter and select clients from a range.
Select the Batch ADQ Client List Generator by selecting the Tools menu
option, and then selecting ADQ Generator, or by clicking on the 
button
on the toolbar.
This will display the Batch ADQ Client List Generator introduction screen. To see an example of this screen, click here.
Click Next. You will then be given the option of whether to create a new list of clients, or whether to select a previously selected list. To see an example of this screen, click here. The first time this wizard is run you will have no previously created lists, so select the option Create a new list. To see the process for when you have an existing list of clients you wish to use, go to ADQ Wizard - Existing Client List.
Click Next. You will be given the option on the next screen to select clients for a specific partner and/or manager and/or employee. To see an example of this screen, click here. If you do not want to select by any of these categories you may leave any or all of them blank.
Click Next. This screen allows you to select a range of clients to choose from. You can select either alphabetically by surname or by client code. To see an example of this screen, click here. If you want to select all clients, leave both these fields blank. Or, if you wish to select just one client, then put that clients details in both boxes.
Click Next. This is the final screen of the wizard and will remind you of the range of clients you have selected. To see an example of this screen, click here. You can amend any of your selections by moving back through the screens using the Back button.
Once you are happy with your selection, select Finish on the Batch ADQ Client List Generator Wizard.
You will then see a screen listing all the clients that you have selected. To see an example of this screen, click here. See the Selected ADQ Clients section of this help for more information on this screen.