• Click [Add client]
  • Select ‘Partnerships’ from the dropdown list
  • Enter the Partnership Name and Unique Taxpayer Reference (UTR) in the corresponding fields and click [OK]
  • Enter remaining Partnership details (The only mandatory fields are Name and UTR)
  • 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]