Event Log

Use this window to Add, Delete and Edit events that have occurred in the client's life which have important tax implications.

List of events

Date - When the event occurred.

Event - The name of the event. You select specific events from the Event drop-down list in the Event Details window.

Details - Information about each individual event. You enter these details in the Event Details window.

- This symbol indicates that the event involves another person e.g. the currently selected client either married, divorced or separated from another client in Sage Taxation. If the client was married when they or their spouse died, bereaved and date of death are also linked events. It also indicates that the other person's Event Log has been correctly updated with details of the event e.g. the details of the linked event match in both clients' Event Logs.

- This symbol indicates that the event involves another person e.g. the currently selected client either married, divorced or separated from another client in Sage Taxation. It also indicates that the other person's Event Log has not been correctly updated with details of the event e.g. the details of the linked event in both clients' Event Logs do not match. If you place the mouse pointer over an event with a cross next to it a hint appears informing you what is wrong. Editing and correcting an event with a cross next to it will automatically correct the corresponding event in the spouse's Event Log.

Event Log buttons

Edit - Allows you to edit the details of the event that is currently highlighted in the list. The Event Details window is opened.

Note: If the Event Log that you are using is in Read Only mode, you are not allowed to make changes to any of the details within it. The Edit button changes to View to reflect that you can only look at the events and not change them.

Add - Allows you to create a new event for the client and add it to the list. The Events Details window is opened.

Delete - Deletes the event that is currently highlighted in the list. A Warning window appears which asks you to confirm that you wish to delete the event.

Close - Closes the Event Log. The validity of events and dates is checked when you close the Event Log. An Information window informs you of what is incorrect. You should make the required changes before you close the Event Log, but you can close it with errors still present if you wish to.

Help - Accesses the help topic for the Event Log.