Opening Personal Tax

Click this button from the toolbar of the Client Navigator to open Personal Tax for the client who is highlighted in the Client List.

A folder icon with a tick indicates that the highlighted client is set up as a client within Personal Tax. The details for the client appear when you select it.

A folder icon without a tick indicates that the highlighted client is not set up as a client within Personal Tax. The Client List window appears when you select it.

You can make any client a Personal Tax client on the Personal Tax page of the Main Details form.