TaxCalc allows you to create your own fields to appear within a client's record.
Getting started with Custom Fields
To start using custom fields, you first need to create them within Admin Centre. Follow these steps to create a custom field:
You will now be presented with the Custom Fields screen. This screen allows you to view, add and delete custom fields.
Creating a custom field
From the Custom Fields screen, click on the Create Field button.
This will open a new window where you can:
Once you have created a field, it will appear within a section called Custom Fields on the page you selected and for the relevant type(s) of client.
Editing a custom field
Using the above method, you can also edit a custom field and change anything you have already created. This will allow you to change any aspect of the custom field and its placement.
Deleting a custom field
While in Admin Centre, you can also delete a custom field. This will remove the field from all client records.
PLEASE NOTE: If the field is being used it will delete all data recorded in it, from all client records.