Add the UTR column to the client list

You can add the Tax Reference (UTR) column to any custom view of your client list.

1. From the Clients menu, select Clients list.
2. If adding the column permanently, change the client list view to the required custom view.

   If the Tax Reference (UTR) column is only required temporarily, add it to the view you are in, then when you leave the client list, the Tax Reference (UTR) column is removed.

3. Select Edit view.
4. Expand Taxation info, then select Tax Reference (UTR).
5. Select Save changes.
6. Select Actions, then Save changes.