Trust details
The trust details tab shows key information about the client. 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.
Client details
- ‘Name‘ enter the company name
- ‘Unique Taxpayer Reference (UTR)‘ enter the 10 digit unique tax reference number for the client
Contact information
- ‘Home telephone‘
- ‘Work telephone‘
- ‘Mobile‘
- ‘Email address‘
- ‘Mailing address‘