Create Individual - Add new client
TheCreate Individual window can be accessed from the Add New Partnership wizard, the Add New Business (Sole Trade) wizard and the Add New Company wizard by clicking the Add New button when you are asked to specify a partner, trader, or director.
The Create Individual window is used to create the following:
- an individual partner in a new partnership client
- the individual who is the trader in a new sole trader client
- an individual director in a new company client
If you access the Create Individual window from the Add New Business (Sole Trade) wizard, you will only be able to create one individual for each client. As soon as you have completed the details for one individual, the Add New button and the Link button will be unavailable in the Add New Business (Sole Trade) wizard. If you are using the window to create new partners or directors, you will be able to create more than one.
After you have initially entered the details required in the Create Individual window the new individual will be available in Control Centre only. An individual created using this window exists only as part of the new client that you were creating. You can edit and add to the details you have given in the Create Individual window using the Main Details form in Control Centre at a later date. You can also use the Main Details form to set the individual up as a client in Personal Tax.
The Create Individual window asks for the following details:
Title - Choose the individual's title from the drop-down list or type in a title yourself.
Forename - Enter the individual's forename(s) e.g. John.
Surname - Enter the individual's surname e.g. Abrahams.
Letters - Enter any letters that the individual possesses e.g. B.A., B.Sc., J.P
Sex - Select the sex of the individual from the options box.