Clients

See also

Create a client

Deleting a client

You can add a new client to the current dataset in any of the following ways:

  • Click the New button on the toolbar.
  • From the File menu choose New Client.
  • Right-click the Client List and choose New Client from the menu.
  • Press Ctrl+N on your keyboard.

Any of these methods will open the New Client Wizard. For more assistance at any stage of creating a client, click Help on the wizard.

Note: 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.