Bank and Select Lender

Create a Bank or Lender 

1. Click the  in the Interest from UK Banks data entry screen.

2. Click New.
   The Create Bank or Lender Wizard appears

2. Work through the wizard and click Finish when complete.
   The following fields update depending upon whether you create a bank or lender:

• Bank/lender name
• Bank sort code
•  Alternate lender code

Select Bank or Lender Window

The Select bank or lender window allows you to search for, create or edit a particular bank or lender from within a tax return in the Interest from UK banks data entry area. Once you select a bank or lender, the details such as account name, account number, and sort code appear in the relevant fields.

Edit a Bank or Lender 

1. Click on one of the following to open the Select Bank or Lender window:

•  in Bank/Lender name.
• Click  The Select Bank or Lender window appears (Banks tab only).
• Click  The Select Bank or Lender window appears (Lender tab only).

2. Select either the Banks or Lenders tab.

3. Highlight the row of the bank or lender you want to edit.

4. Click Edit. The Contact tab appears.

5. Modify the details and then click OK to save.

Delete a Bank or Lender  

1. Click one of the following to open the Select Bank or Lender window:

•  in Bank/Lender name.
• Click  The Select Bank or Lender window appears (Banks tab only).
• Click  The Select Bank or Lender window appears (Lender tab only).

2. Click Edit. The Contact tab appears.

3. Click Delete in the Task Bar and then click Yes to confirm deletion.

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happy and complete