Personal Tax Tab
Clients set up for Personal Tax
If the individual is set up for Personal Tax the following details appear:
Click on an item to find out more:
This is a list of who is responsible for the individual's tax affairs. Their client codes and names are displayed. You can choose who is responsible by selecting the Lookup button to open the Sage Taxation Users window.
Select this option if you will be using FBI to file returns for this client.
If you use Sage Capital Gains and want to use Sage Capital Gains to track portfolio information for this client, enter the Sage Capital Gains Client ID in this box.
If you want to use the Client Code you use for the client in the Taxation Suite, click Use Client Code.
Clients not set up for Personal Tax
If the individual is not set up for Personal Tax you can set the client up by choosing the first tax year to enter information, and then clicking Set Up.