Client Details

Enter and review personal details for your client.

Client information

First name, Last name, Email and Telephone are all populated from information entered from the Client List within Sage Accounting Partner Edition.

Your client’s Unique tax reference (UTR), National Insurance number and date of birth should be entered directly on to the Sage Personal Tax Client information page.

Client address

Client address has changed Selecting this box will open Date address changed. Enter here the date to appear in box 2 on page TR1 of the tax return.

The client’s address will only appear in Issue address, at the top of page TR1, if Client address has changed is selected.

Street 1, Street 2, Town/City, County and Postcode are populated from information entered from the Client List within Sage Accounting Partner Edition. Select Country using the drop-down menu.

To go to Clients, select the Home icon from the title bar.

Information shown on this page will be used to populate page TR1 of the tax return.

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