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This section provides a record of the basic client information. Select a client before entering details. This information is not related to a specific tax year. You do not have to use the partner, manager and staff fields. They may all be left blank. Staff are set up using staff maintenance, click on the magnifying glass. Use them to build a hierarchy for control and monitoring purposes. They are used by the management reports to restrict the client list for a particular staff member's attention.
