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This function allows you to copy the detail of one client's share holdings to another client on the database. The clone function is only available once the holding has been set up, that is, you cannot clone while setting up the share holding.
Be aware that you can clone the same holding to a client more than once. If this is done, then the duplicate holding will have to be deleted.
This function is not available to Limited Companies in Business Tax, or Trusts in Trust Tax.
If you have a share holding that you want to copy to another client, simply edit the share holding and click Clone.
Click Yes to continue to the client selection screen.
You now see the list of clients on the database. Select the client from the list. This client will receive a copy of the holding along will all operative events.
If you are sure that you have selected the correct client, click Yes to send the detail to that client.
This final screen give you confirmation that the detail has been copied to the selected client. Click OK to get back to the main capital assets area.
Please refer to the quick guide for how to deal with inter-spouse transfers.