Lesson 1B - Entering Tax Information

Entering tax information of the Trust.

1. Click on the blue magnifying glass next to the client id at the top of the screen.

2. Click View to view the client maintenance screen

3. Click on the Tax tab and enter the following details:

   Tax reference	12345 67890
   Tax district	484

4. Click Save and then Close

5. Close the client browser screen

Lesson 1C - Setting up an Acting Trustee