Main Details
The Main Details lets you choose which individuals were partners in the partnership and to tailor their time spent in the partnership.
Click on an item to find out more:
The client's type is displayed. You cannot change this.
e.g. Smith's Catering.
Note: If you change the client's Trading name, Partnership Tax will ask you if you also want to change their Correspondence and Report names. Select Yes to use the new default names, No to retain the current ones or Cancel to return to the Main Details window.
The names, client codes, start dates and end dates of all the partners of the partnership are shown in the list.
You can enter and change the Start Date and End Date for each partner by clicking on the required date in the Partner list and typing in the new one. These dates refer to when the partner joined and left the partnership respectively.
View and edit the personal details of the partner who is currently highlighted in the list. The partner's Main Details window opens.
Make another client into a partner and add them to the list with the Client Lookup window.
When the Client Lookup window is opened from here, it has an extra button. The New button allows you to create a new client using the Add New Client wizard. Once you have completed this wizard, one of the following wizards will open automatically:
Which wizard is used depends upon which type of client you chose to create on the Select the type of client you wish to create page of the Add New Client wizard.
You will then be able to select this new client as a partner.
Removes the partner who is currently highlighted from the Partner list.