New clients can be added through the normal add button from the clients and tax return browse but you can also use the Ros Import button which will automatically load your client information from their last years .f11 ROS xml file. This can save considerable time and effort as it will upload all the relevant information. Please note that this will upload the information into the year that the .f11 file relates and you will then need to do a rollover. See below for details.
To add new a client tax year, click New 
from the toolbar. New Client and Tax Year window appears as follows:
Add the following details:
Entity Type: This can only be either individual or sole trader, all other entity types are not applicable.
Client Code: Client codes can be manual or automatically created. In case of automatic coding, each code may be broken up into several segments. The client code can be based on up to six criteria, i.e. client name, office, partner, department, manager and a unique number generated by the system. For further details, refer to the Settings section.
Name: Enter the name of the client. Clicking the lookup displays an additional screen to add details on the individual such as Gender, Title, Forename and Surname, salutations (both formal and informal).
Partner: Select the name of the partner in charge of this client from the drop-down list. Alternatively, click the Partner link to display the Select Partner window. Select a partner from the list.
Manager: Select the name of the manager from the drop-down list. Alternatively, click the Manager link to display the Select Manager window. Select a manager from the list.
Lead Staff: Select the lead staff from the drop-down list. Alternatively, click the Lead Staff link to display the Select Staff window. Select the lead staff from the list.
Business Type: Select business type from the drop-down list. Alternatively, click the Business Type lookup to display the Business Type window.
Password: Enter the password for the client. System will ask for the Password if you try to edit the client.
Confirm Password: Enter the Password again to confirm and save it in the database.
Tax Year: Select the Tax Year from the drop down list. Initially this will be 2007 or 2008 but each year will be added in annual updates
Tax Client: This will automatically be set to on on the add screen but can be taken off on the edit. Tax Clients will be displayed in the Client and Tax Returns Browse with this icon beside them 
.
To save the client details, Click OK.
Add A New Tax Year
For existing clients, you can add a New Tax Year from the Client and Tax Returns browse. Add Tax Return window appears.
It will display the Entity Type, Client Code and Business name. You can enter Password and Confirm Password to restrict access of
the client. Select Tax Year from the drop down menu. Click ok to save the details. A new Tax year will be generated for the client.