Enter the business' contact and tax details
Salutation - Enter an informal name for the business. It initially defaults to the businesses Trading name. If you proceed to the next page of the Add New Business (sole trade) wizard without entering a salutation for the business, the default salutation will automatically be selected.
Address - Enter the business' address.
Postcode - Enter the business' postcode.
Telephone - Enter the business' telephone number.
Fax - Enter the business' fax number.
Tax district - Select the tax district in which the business is located. You can do this in two ways:
- if you know the business' tax district reference enter it in the Reference box. The Tax district name defaults according to the reference that you enter. If the reference is incorrect e.g. there is no corresponding tax district, the text <unknown> appears instead of a tax district name.
- you can use the Tax Districts window to find the name of the district and the corresponding reference. Select the Lookup button or press the F2 key when the Reference box is selected to access this window. It contains a list of all tax district References, Names, Telephone numbers and Fax numbers.
Unique Taxpayer Reference - Enter the business' Unique Taxpayer Reference. The UTR has a check digit incorporated. All Sage Taxation systems use this check digit to ensure that the tax reference that is entered is a valid one. A warning appears if the reference is incorrect.