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How do I link individual clients to a partnership?

Article ID: 2515
Last updated: 17 Oct, 2019

Once you've created relationships in Practice Manager, you can link individual clients to a partnership by following these steps:

  1. Check that all of your clients (and the relationships) contain a Unique Tax Reference (UTR).
  2. Open the partnership client in Tax Return Production.
  3. Open the relevant tax return.
  4. Go to:
    • SimpleStep mode – Partnership details > Partners' details and the nominated partner
    • HMRC Forms mode – SA800 > Partnership Management
  5. Click on Create Pages.
  6. Enter the required details on each of the partner's pages.
  7. Once you've finalised the return, open one of the partner's SA100 tax return.
  8. Go to:
    • SimpleStep mode – Your Work > Partnership Management > Create Pages
    • HMRC Forms mode – Partnership > Click on Yes > Create Pages
  9. ​​Check that the details have been imported.

NOTE: If you need help to create the relationships, read How do I create relationships for directors, company secretaries and partners in Practice Manager?

Article ID: 2515
Last updated: 17 Oct, 2019
Revision: 7
Views: 447
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