Practice Details

This section includes the following tabs. Click on a heading to find out more about the boxes on each tab.

Option Description
Client type The client's type is displayed. You cannot change this.
Title Choose a title from the drop-down list or type in a title yourself. The sex that corresponds with the title only changes if you select a title from the drop-down list e.g. if you type in Mr and the Sex is currently set to Female, it will not automatically change to Male.
Forename(s) e.g. John Matthew.
Surname

e.g. Abrahams.

Note: If you change the client's Title, Surname, Forename or Letters, Personal 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 page.
Letters Enter any letters that the individual possesses e.g. B.A., B.Sc., J.P.
Sex Choose the sex of the individual from the options box.

The Codes tab is not relevant for the practice client.

Option Description
Address/Postcode Enter the address of the practice.
Option Description
Telephone/Fax Enter the practice's Telephone and Fax numbers. The two options are Day and Evening.
Mobile Enter the practice's Mobile telephone number.
Email Enter the practice's Email address.

The Tax Details tab is not relevant for the practice client.

Option Description
Password protect data with password Tick the box and type a word or number in the Password protect data with password box to assign a password to the individual. You must retype the password to confirm it in the Confirm Password window. If you click Cancel in this window the original password that you typed in is deleted. Anybody who wishes to access the individual's data in future will be required to enter the password that you have entered.
Exclude clients from reports and letters

If the individual's data is password protected then that individual will be automatically excluded from Sage Taxation reports. This is shown by a tick appearing in this box when you add a password.

You can choose to exclude the client from reports and letters even if no password is assigned by ticking this box.

How do I get here?

From the File menu choose Practice Details

What's this page about?

The details about your practice are stored as a client in the dataset.

You can use these pages to enter details about the practice.

Information you enter here will be used in completing tax returns.