Creating /Editing Partners

To Create a New Partner

• Click New, a wizard appears and guides you through the creation process.

To Search for an Existing Partner

• Select the search method of Name, Address or Code and enter the search criteria in the Search for field. Contacts that match the search criteria appear under Contacts found on file, click to select it.

To Modify the Details of an Existing Partner

• With a partner selected under Contacts found on file, click Edit. The client's contact details appear, modify the details and then click OK to save.

Use the Details tab to edit the company details, such as the partnership reference number and profession type.

Edit Partnership Details 

Use the Details tab to edit the company details, such as the partnership reference number and profession type.

1. Click Open partnership to the right of Partnership name to modify the details relating to the partnership, such as the partnership name.
2. Include the 10 digit reference number in UTR in the main tab.
3. Select the business type from the SIC Code drop-down.
4. Select Treat 31 March to 5 April accounting dates as co-terminous to treat as equivalent dates.
5. Click Save.

Tip: You can click the Partnership List hyperlink just above the Details tab to list created partnerships or to create a new one.

Open an Existing Partnership

1. Open the Partnership section. A list of created partnerships appears.
2. Select the partnership that you want to open under Partnership Name.