Adding Partners to a Partnership

The Partnership client represents the partnership itself. As part of the details for the partnership, you need to indicate who are the partners of that partnership. Details about each partner are required on the Partnership Tax Return.

Partners must exist as clients in Sage Taxation. You can create them when you add the partner, or you can link the partnership to an existing client. The partner only needs to exist in Control Centre. They do not need to be set up for Personal Tax, Control Centre or Corporation Tax.

Partners can be individuals, partnerships or companies. You can add partners to the partnership when it is first created or later, using the partnership's Main Details form.