Client Counts

Click on an item to find out more:

This is the total number of clients that you have agreed with Sage Customer Services. You cannot change this figure here.

This is the total number of clients that you can create before the client limit is reached.

This is the total number of Partnership Tax clients that currently exist across all datasets.

This is the total number of Partnership Tax clients that exist in the currently selected  dataset.

A warning message will appear when the client count for the Partnership Tax system approaches the client limit. The message appears when the number of remaining free clients that you set using the spin-edit box is reached. You must contact Sage Customer Services to raise the client limit. The default number of free clients is 2.

Opens the Sage Taxation Client Limits window, which you use to view and change your client limits.

Note: If you manually delete a dataset by deleting the directory or the relevant files in the dataset directory you can cause problems with the client limits. You should always delete a dataset through Control Centre in the following way:

  1. Open Control Centre.
  2. Close the current dataset.
  3. From the Tools menu, choose Administrator. Then choose Delete Dataset....
  4. Enter the Administrator password as prompted.
  5. Select the dataset you want to delete from the Delete Dataset window.
  6. Click OK. The Dataset will be deleted correctly.