Personal, Business, and Trust Tax Support

Enter income from a partnership that is not your client in Personal Tax

Where you act for a taxpayer who is a partner of a partnership that you do not act for, you can create a non-client partnership record in Personal, Business and Trust Tax.
  1. Open your client in Personal, Business and Trust Tax.
  2. Select
    Edit
    , then
    Client Details
    .
  3. Select
    Partnerships
    .
  4. Select
    Source
    , then
    New
    .
  5. Enter the static mandatory details of the partnership, then select
    OK
    .
  6. Highlight the newly created partnership, then choose
    Select.
  7. Select
    OK.
    note
    The Schedule Editor will now show a partnership schedule, which you can use ot enter trading income.
  8. You can take the following steps if you also need to link other clients to the non-client Partnership source:
    1. Open the other client. 
    2. Select
      Edit.
    3. Select
      Client Details
    4. Select
      Partnerships
    5. Select
      Source
    6. Highlight the partnership source, then choose
      Select
      .
    7. Select
      OK
      .

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax