Enter the individual to whom this trade relates

You must enter the individual to whom the business relates to be able to continue with the creation of the business. You can enter the individual in two ways:

• link to an existing client

You can make an existing Personal Taxclient into the individual.

• create a new client

You can create a new Personal Tax individual and make them the individual.

The individual that has been entered for the business is listed in the box. You can add clients to and remove clients from the list using the following buttons:

- Creates a new Personal Tax individual. The Create Individual window opens.

- Links an existing Personal Tax client to the business. The Client Lookup window opens. You can also press the Insert key to do this.

- Selecting this button has two effects, which depend upon how the individual that you are deleting was added to the business:

• Link

If the client was made into the individual to whom the business relates by selecting the Link button, they are removed from the list. The client is not completely deleted from the Sage Taxation database.

• Add New

If the client was made into the individual to whom the business relates by selecting the Add New button, you are asked to choose whether you want to remove them from the list or delete them from Sage Taxation database completely. Select Yes to delete them from the list and the Sage Taxation database or No to delete them from the list only.

You can also press the Delete key to delete the highlighted client.