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