Client Lookup

You use the Client Lookup window to choose any client that has been created in any Sage Taxation system. All existing clients or a subset of clients can be listed depending on how the window was accessed.

Find code/name - You can quickly select a client by entering the first letter(s) of the Code/Name that you are searching for. You can choose whether to search by their client code or their surname by selecting the appropriate button. The client that most closely matches or is nearest to your entry is highlighted in the list. Click Select or double-click on the highlighted name to confirm your choice.