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.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
  3. On the Information tab, in the Tax information section, complete the required details, then select Save.