Creating clients

There are three ways to create a client that can be used in Personal Tax:

• Creating clients in Personal Tax will set up the client with the details needed to start entering information for tax return processing.

  If you use Sage Practice Solution and have client integration enabled, clients created in any Sage Taxation program will automatically be available in Sage Practice Solution. For more information see Connecting your Sage programs.

• Using Control Centre, you can set up clients for any program in Sage Taxation.
• Creating clients in Sage Practice Solution gives you the benefit that your details will be available to all of the subscribed service programs for the client. If you use Sage Time and Fees, this will also allow you to create jobs and record time against your clients.

What do you want to do?

Create a client in Personal Tax

Create a client in Sage Practice Solution