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How do I add a registered office address when I generate financial statements?

Article ID: 162
Last updated: 17 Oct, 2019

If you want to add a new registered office address to a client, follow these steps:

  1. Open the client in Practice Manager.
  2. Go to Contact Information and click on New Address.
  3. Select Registered Office from the drop-down menu and enter address.
  4. Go to Accounts Production.
  5. Select Client Information from the left-hand menu.
  6. Click on Address.
  7. Select Registered Office from the list of addresses.
  8. Click on Choose Address.
  9. Select the address from the list and click on Use.

You can add addresses for accountants, auditors, banks, solicitors and so on. If you need to update an address, TaxCalc will save the old details. This means that any old accounts you recreate will contain the correct information for the period.

Article ID: 162
Last updated: 17 Oct, 2019
Revision: 5
Views: 1259
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Also listed in
folder Accounts Production -> Reports

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