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On first entering the Business Tax Product the client identifier must be selected. To do this,
Either type in the identifier in the space provided next to the magnifier glass, or
Click on the magnifier to display a list of the existing Business Tax clients. If a client has not been used in Business Tax before it will not appear on the list until the selection in the Database View box is changed to "Whole Practice".
If this client is being used for the first time in Business Tax, the following message will appear;
"This client is not a client for Business Tax. Do you want to register it as a client for this product?"
Answer "Yes" to register the business as a Business Tax client.
Once the client has been selected, Business Tax assumes the user wants to work on the most recent period end and enters the most recent Accounts Production posting entry in the tool bar at the top of the screen.
To work on a client in Business Tax a posting entry must be created.
For new and existing clients the user will be prompted immediately to create a new posting entry.
When Business Tax prompts the user to start an entry, answer the questions as follows:
Q : "No posting entries - make one?"
A : Select Yes. Failure to do this will result in the menus being disabled.
Q : "Enter a description for this posting file"
A : Either leave the description blank or enter the period end information and click OK.
To work on a different period end:
Click on the magnifier next to the posting field, in the tool bar at the top of the screen, to display a list of the Accounts Production posting entries.
Select the entry for the period