Corporation Tax

If the client is not set up for Corporation Tax

Setup

Click this button to set the client up for Corporation Tax now.

When you click the button, you will be informed if the client has no associated CTAPs. The Add New Period wizard will launch to allow you to create one now. You cannot set a client up for Corporation Tax if it has no CTAPs associated with it.

If the client has been set up for Corporation Tax

This page allows you to specify the Partner, Manager and Employee who are responsible for dealing with the client. To specify a member of staff, type their Staff code into the appropriate box or select the Lookup button. This will open the Sage Taxation Users window, from which you can select a member of staff from those available in the Sage Taxation.

Note: A member of staff must have been set up as an the Sage Taxation user before you can assign them to a client on this page.