This article applies to:

Creating a New Client

Select File, then New
on the menu bar. Complete the input areas in the Client data
window as follows:

Field	Description
Name	Enter the client name in the format appropriate for the cover of the returns, and then either use the mouse, cursor, or tab key to move to the next heading.
VAT period ends	Enter the last day of the period for which the return is to be prepared ,for example, 31/12/07. You may either enter the date directly into the box provided or use the date picker.
Previous period end	Enter the last date in the previous period, (for example, 30/11/07 or if there is no previous period, the day before the current period commences). You may either enter the date directly into the box provided or use the date picker.
File name	The file name is a concatenation of three parts. Enter a maximum of seven letters to form the basis of the file name. The month and year of the period end date and the ABC suffix are automatically appended. For example, if you enter the file name DEMO, with a 31/12/07 period end, it is saved as DEMO1207.ABC. note The system will prevent duplicate file names within a directory to prevent accidental overwriting of files. This can cause complications if a company has two periods ending in the same month. In these circumstances, a revised file name must be selected for the second period.

2. When all fields have been completed, select OK. The Return type menu displays.

Period of VAT returns

Select either monthly or quarterly return.

Type of return

note

You should select single entity unless preparing a group return.

The type of return cannot be changed after this point.