3. Add sole trade clients

To add a sole trade client, you'll need to:

1. Add a business client with a Business type of Sole trade
2. Add an individual client for the proprietor.
3. Record a relationship between the sole trade business and the individual client. Once recorded, the relationship appears on the Relationships tab of both the individual and sole trade client records:

   

You can then create accounts and create self assessment tax returns as required using the relevant widgets on the client Dashboard.

For more information about any the above, refer to the main IRIS Elements help centre.

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