Create a client

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.

1. From the File menu, choose New. The New Partnership Wizard appears.

   Note: If you have more than one dataset, you will need to specify which to add the client to.

2. Click Next.
3. Enter the Trading name, Correspondence name, and Report name. Click Next.
4. Enter the contact and tax details. Click Next.
5. Add partners to the partnership. You can either add existing clients to the partnership or add new ones. Click Next.
6. Provide a client code. Partnership Tax will suggest one but you may want to use your own reference system. Complete the page then click Next.
7. Select the first tax year that you wish to enter data for. Click Next.
8. Select any staff members to assign to the client. Click Next.
9. Choose whether to password protect the client and whether to include in reports. Click Next and review the details entered. Click Back to go back and make changes. Click Finish to create the client.

Click Help on each page for more detailed information about the wizard.