Main Details
Click on an item to find out more:
The client's type is displayed. You cannot change this.
Choose a title from the drop-down list or type in a title yourself. The sex that corresponds with the title only changes if you select a title from the drop-down list e.g. if you type in Mr and the Sex is currently set to Female, it will not automatically change to Male.
e.g. Abrahams.
e.g. John Matthew.
Enter any letters that the individual possesses e.g. B.A., B.Sc., J.P.
Choose the sex of the individual from the options box.
Tick the tick box if the individual wants to use the agent's address for correspondence. If it is ticked the agent's name and address and the individual's name and universal tax reference appear on the front page of the Tax Return. Also the individual's address is displayed in the Additional information section of the Tax Return.
Note: This box only appears if the individual has been set up for Personal Tax. You can do this when you create a new individual or by opening the Personal Tax page of the individual's Main Details form and selecting the Setup button.
Note: If you change the client's Title, Surname, Forename or Letters, Control Centre will ask you if you also want to change their Correspondence and Report names. Select Yes to use the new default names, No to retain the current ones or Cancel to return to the Main Details form.