• 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]