Select which systems you wish to set the client up for

You can select one or more Sage Taxation systems that appear in the list by ticking the appropriate box(es). The Add New Client Wizard can add a new client to several Sage Taxation systems at the same time. All clients are automatically available for use in Control Centre.

You do not have to select a Sage Taxation system. You can leave all of the tick boxes empty, in which case the client will only appear in the Control Centre database.

If you use Sage Practice Solution and have client integration enabled, clients created in Sage Taxation will automatically be available in Sage Practice Solution. For more information see Connecting with Sage Practice Solution.