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This menu gives access to the client account and claim to reduce payments on account (SA303).
| Client Account | Keeps a record of payments on account/balancing payments due and so on. | 
| Claims to Reduce Payments (SA303) | Reduce payments on account for the next year if required | 
| HMRC Interest Rates | Different Interest Rates for various years. | 
| Recover Client Account | This option checks that all the information in each client account is properly matched. Any anomalies are repaired. | 
| Overdue Accounts | A report showing outstanding accounts. The client account must be kept up to date for this to be accurate. |