Client list
Your client list offers a quick summary of your clients' details as well as being your starting point to open a client to work on.
- Click Open on the toolbar or Open from the File menu to open the client list.
- Select a client, then click Select or double-click to open.
Field explanations
| Dataset | Choose one of the available datasets from the drop-down list. |
| Find surname/code | This enables you to quickly find a client in the list. Type in the first letter of the surname or code of the client that you wish to find. The first client whose surname or code begins with that letter is highlighted. Typing in more than one letter makes the search more precise e.g. Brai to find Braithwaite. |
| Code | Select this button to sort the list of clients by their code in descending order. You set this code when you create a new client or edit existing client details. |
| Name | Select this button to sort the list of clients alphabetically by their surnames. |
| List of clients | The list contains, from left to right, the client's code, name and the range of tax years for which data is held. You access a particular client by highlighting their name in the list and double clicking the select mouse button or pressing the Return key. |
| Data entry for year to 5th April |
This is a drop-down list of all the tax years that are available for the currently highlighted client. The system will default to the current tax year. To choose a different tax year you must have previously set up other tax years for the client and they will be available to select from the drop down list on this window. If you previously opened the client in either an earlier or later year than the current tax year, the selected client will still open in the current tax year as determined by your computer's system clock, and not in the last year selected. You will need to select an alternative year manually. If you wish to extend the range of tax years that can be selected for the current client, open the Year Update window by selecting Year Update... from the Tools menu that is available once a client has been selected. |
| Select |
Select - Opens the Annual Data Navigator for the client that is highlighted in the list. You have two available options if you already have a client open in Personal Tax:
or
|
| New | Creates a new client via the Add New Individual wizard. |
| Delete |
Deletes the highlighted client and their details within the Personal Tax system. Only the Administrator can delete a client; therefore you will be asked for a password before the client is deleted. The client will still be available in Control Centre if you delete it from here. You can only delete the client from the entire Sage Taxation database using Control Centre. You cannot delete a client who is currently open in Personal Tax. You must close the client before you can delete him or her. If you wish to use a client who has been previously deleted from Personal Tax but is still available in Control Centre then you must use the Personal Tax page on the Main Details form in Control Centre to set him or her up again. |
| Counts | Opens the Client Limit window, which gives you information about the number of clients that currently exist in Personal Tax. |
| Close | If you select this button when the Client List initially appears (e.g. when you first run Personal Tax) you are taken into the system without a selected client. You can open a client by selecting Open from the File menu or by selecting the Open button on the main frame toolbar. |
| Include clients not set up for Personal Tax | By default the client list only displays clients that have been set up for Personal Tax. If you've other clients that exist in Control Centre that you'd like to work on in Personal Tax, select the Include Clients not set up for Personal Tax check box. The list will then show all clients. If you open one of these clients by highlighting them and clicking Select, the client will be set up for Personal Tax for the latest tax year. |