3. Add clients

Records must be created for every prospect or client you work with. They can be added as individuals, businesses, or trusts. The type of client determines what functions are available on their record — for example, on the Dashboard tab of a business client you have the option to add a corporation tax return; for an individual client, it's a self-assessment tax return.

1. From the Clients menu, select Add client.
2. Choose the Status and the Client type of this record:
   • Add individual clients or prospects
   • Add sole trade clients
   • Add business clients or prospects
   • Add trust clients or prospects
   • Add partnership clients
   • Add people or business who are not clients
3. To enter your Companies House and HMRC credentials, go to Step 4.

Did you know?
We've also created a video covering the same procedure.

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