User Sign In

This window appears whenever you start Personal Tax.

Name - Select your name from the drop-down list. If it is not in the list you need to create a new user. Click Add to do this. All Sage Taxation users are listed, regardless of the systems that they are set up for. If you select a user who is not set up for the system that you are currently using then the system informs you and gives you the option to review that user's details.

Add - Creates a new user. Only the Administrator can do this as you must enter the Administrator password in order to continue. The User Details form appears after the Administrator password has been entered.

Password - If you are required to enter a password enter it here. You can create a password on the Personal Details page of the User Details form.