Partnership details

The partnership details tab shows key information about the client and case. Changes to the information can be made by editing the fields and clicking Save changes.

If you have permission to delete Tax Returns, you can use this page to delete the Tax Return. See Deleting a Tax Return for further information.

Agent reference

  • Case reference’ this is the client code as set up in the client details screen

Client details

  • Name‘ enter the clients name
  • Unique Taxpayer reference (UTR)’ enter the 10 digit unique tax reference number

Contact information

  • Home telephone
  • Work telephone
  • Mobile’
  • Email address
  • Mailing address