Main frame toolbar

These buttons are located under the menu bar. You can use them to perform various tasks within Control Centre.

Icon	Action
New	Creates a new client. The Add New Client wizard opens.
Details	Opens the clients Main Details form for editing.
Notes	Opens the Notepad for the client.
Tasks	Opens the Tasks window for the current user. You also have the option, once this window is open of selecting the tasks for the currently selected client.
Events	Opens the clients Events & Family Log for editing.
FBI	Opens the Filing by Internet window. This window will only open if clients are ready for filing. The window will allow you to see the clients with Returns ready to be filed and to make selection of which Returns to file.
ADQ	Allows you to view and print an Annual Data Questionnaire.
Letters	Opens the Letters window.
Reports	Opens the Select Report Type window.
Sage 50	Launches Sage 50 Accounts if it installed on your machine.
Tax	This icon will vary in colour depending on the type of client selected and whether the client is set up for the relevant taxation product. Clicking this icon will launch the relevant taxation product if the client is set up. Otherwise, clicking this icon will prompt you to set the client up for the product.