How do I create a new client?

Before you are able to start working on a client within Tax, Accounts or VAT, you will need to create the client in Practice Manager to store the details against. This is because the work completed will need to be stored against a client in the database. In order to set up a new client, please follow the instructions below.

  1. Go into Practice Manager.
  2. Expand Client/Contact (if applicable).
  3. Create Client/Contact.
  4. Select the type of client/contact.
  5. Select Next.

Client Quick Setup:

Enter the mandatory information required to setup a client and then proceed with completing the information within the tax return, accounts or VAT return.

Alternatively, select Search Companies House to import company information from Companies House.

  1. Complete the Client code, name and company type (if applicable).
  2. Click on Finish to complete the basic setup and start working on the client.

Finish and Open

Selecting ‘Finish and Open’ will create the client and open up Client Summary page allowing users to enter all of the information before starting to complete any other work.

  1. Select Continue to work your way through the different screens and complete as much information as possible.

When you come to the end, click on Finish and Save.

The client will now appear in your list to start working on.

Article ID: 2569
Last updated: 17 Oct, 2019
Revision: 7
Practice Manager -> How do I create a new client?