Add tax information
The Information tab on the client record is used to record a variety of information relating to the client. The Tax information section records tax details for the client. The details that can be recorded depend on the type of client.
- From the Clients menu, select Clients list.
- Change the client list view to either Active clients or a custom view that includes all relevant clients.
- On the Information tab, in the Tax information section, complete the required details, then select Save.
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- Enter the Tax reference (UTR) - the Unique Taxpayer Reference number is provided by HMRC and consists of 10 or 13 digits. If the client has a 13 digit number, enter the last 10 digits only.
- Enter the client's NI number - this will be in the format of NN123456C.
- Enter an Employee reference.
- Enter an Accounts office reference.
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- Enter the Tax reference (UTR) - the Unique Taxpayer Reference number is provided by HMRC and consists of 10 or 13 digits. If the client has a 13 digit number, enter the last 10 digits only.
- Enter the PAYE reference - consists of a 3 digit tax office number, a forward slash followed by a tax office employer reference, e.g. 123/AB456. It can typically be found on letters from HMRC regarding PAYE.
- Enter an Employee reference.
- Enter an Accounts office reference.
- If this client is VAT registered, it's essential that the VAT registration number is recorded. You will also need to select Quarterly corporation tax payments (if applicable) and Registered for VAT.
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- Enter the Tax reference (UTR) - the Unique Taxpayer Reference number is provided by HMRC and consists of 10 or 13 digits. If the client has a 13 digit number, enter the last 10 digits only.
- Enter an Accounts office reference.
- If the trust is VAT registered, it's essential that the VAT registration number is recorded.