Enter the partners for the partnership

You must enter at least two partners to create the partnership. You can enter a partner in two ways:

• Link to an existing client

  You can use an existing Sage Taxation client as a partner.

• Create a new client

  You can create a new Sage Taxation individual and make them a partner.

All of the partners that have been entered for the partnership are listed. You can add clients to, and remove clients from the list using the following buttons:

• Add - Click Add to add a partner to the partnership. 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.