Creating a Other Person (Individual) client
How to create an Other Person (Individual) client.
How to create an Other Person (Individual) client
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From the menu select File > New > Client.
- The new client wizard will then appear
- 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.
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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.
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Complete the remaining fields if necessary. You can skip the other tabs and complete them later. Click Finish.