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 your Sage programs.

1. From the File menu, choose New. The Select Dataset window appears.
2. Select the dataset where the client is to be created, then click Select.
3. The New Individual Wizard appears. Click Next.
4. Enter the Personal Details of the client then click Next.

Tip: If you need to quickly create a client, you can click Complete at this stage. You will be able to edit the rest of the details later.

5. Enter the contact and tax details then click Next.
6. Provide a client code. Personal Tax will suggest one but you may want to use an existing reference system in your practice. Fill in the rest of the page then click Next.
7. Select the first year you will be entering tax data. You can also enter a date of birth for the client. Click Next.
8. Select which staff members to assign to the client. Click on the magnifying glass button to see a look up window. Click Next.
9. Choose whether to password protect the client and whether to include in reports. Click Next then Finish to create the client.

For more detailed information about each page of the wizard, click Help on the wizard as you create the client.