Client dashboard

The Client dashboard provides summary information for the selected company, including:

• Registration and contact details
• Periods created for the company in Sage Corporation Tax
• A list of all activities created for the company
• The profits, corporation tax due and corporation tax paid for the latest period
• Whether there is any data for the company awaiting import from Accounts Production
• The next milestone and its due date for the company

The dashboard also contains links to add and edit periods, edit details, Edit activities, edit milestones and switch to tax modelling mode .