This is the final step in the client registration process, from the Client menu select the View option this will open the Personal Client Maintenance screen.
Click the Marriages button followed by Add this will open the Add Marriage/Civil Partnership Record screen.
To add a new client as the spouse click Add Partner to begin the new client setup.
Ignore the client group and client category. This information is not used by Personal Tax. Click Next to continue followed by Finish on the summary screen.
Click Next, the Title and Surname are automatically completed, click Next again and assign Mrs Beaumont the client ID BEAU02 and click OK.
Enter the date of marriage, if this is unknown enter 01.01.1990, select OK followed by Close.
Close Mr Beaumonts personal details. When asked "client is married change Spouse?" click No.
Any dates entered i.e. date of marriage will automatically update the spouses details.
The client’s Partner must be allocated an identifier in order to register that he/she is married, and can therefore claim the married couples allowance. Mrs Beaumont will not appear as a client on the client list unless tax return data is entered against her identifier, or is marked as a client in personal tax. The Partners forenames will be added at a later stage.
You have now concluded the client registration and Lesson 1.