Search clients by UTR

You can search for a specific client by their Unique Taxpayer Reference (UTR).

1. From the Clients menu, select Clients list.
2. Change the client list view to a custom view that contains the Tax Reference (UTR) column.

   If a custom view with Tax Reference (UTR) column in does exist, temporarily add it to the view you are in. When you leave the client list, the Tax Reference (UTR) column is removed.

3. Select the filter icon for Tax Reference (UTR).
4. Enter the customer's UTR in the area provided.
5. Select Apply.