Creating an Organisation Client

1. Go to Client > organisation from the top toolbar 
2. Click on New record 
3. Complete the Details tab with information with regards to your organisation client – please note the field names highlighted are green are mandatory
4. Client Reference is automatically created as a default by the software but you can amend settings to manually create them yourself. This is done through the Administration section 

Creating an Individual Client 

This section of PM Solution holds the data of all your private clients and their associated Individuals and Organisations. For example; Sole Traders, Directors, Partners, Spouses etc. Please see below for further guidance: 

1.  Go to Client > Individual from the top menu 
2.  Click on New record 
3.  Complete the Details tab with information relating to your private client 

Please note: if you need to add an individual that is a director or trustee and you do not file their self assessment, please select the client status as 'Non Acting' to avoid using a self assessment client licence.