2 - Creating an individual:
- Click [Add client]
- Select ‘Individuals’ from the dropdown list
- Enter the individuals name and Unique Taxpayer Reference (UTR) in the corresponding fields and click [OK]
- Enter remaining Individuals details, no fields are mandatory but fields like Date of Birth and Sex can affect the tax liability.
- Enter HMRC tax office details. For ease of use a Tax Office database is supplied with the software, this can be accessed by clicking [Import HMRC Office]