Enter the directors for the company
You do not have to enter a director here. You can add and edit directors later using the company's Main Details form. You can enter a director in two ways:
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Link to an existing client
You can use an existing Sage Taxation client as a partner.
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Create a new client
You can create a new Sage Taxation and make them a partner.
All of the directors that have been entered for the company are listed. You can add clients to, and remove clients from the list using the following buttons:
- Add - Click Add to add a director to the company. The Client Lookup window appears listing all the individuals in Sage Taxation. Either choose an existing client and click Select, or to add a new individual to Sage Taxation click New.
- Remove - Select an individual from the list and click Remove.