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CCH Software User Documentation

Creating a Other Person (Individual) client

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How to create an Other Person (Individual) client.

How to create an Other Person (Individual) client

  1. From the menu select File > New > Client.  


  1. The new client wizard will then appear


  1. In Contact Type select Other Person. 


Note: When you select Other Person, Partnership or Trust from the Contact Type drop-down, the Contact Type determines the type of tax return you can create. For example, selecting Partnership means that you can create a SA800 tax return during the creation process.

  1. Enter the Code for the client which is mandatory. If the client is a person, the Last Name field is mandatory. If the client is an organisation, the Main Name is mandatory.

  2. Complete the remaining fields if necessary. You can skip the other tabs and complete them later. Click Finish.


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