| Overview |
BTCSoftware stores clients in two types: Organisation clients (companies, partnerships, and other entities) and Individual clients (sole traders, directors, partners, spouses, and other private individuals). Both are created from the Client menu.
| Creating an Organisation Client |
- From the top toolbar, go to Client > Organisation.
- Click New Record on the toolbar.
- Complete the Details tab with the organisation's information. Fields highlighted in green are mandatory.
- The Client Reference is automatically generated by BTCSoftware. If you prefer to set your own references manually, this can be configured in the Administration section.
- Click Save on the top toolbar.
| ✔ Tip: After saving the organisation, go to the other tabs to add related information — HMRC details, Companies House information, associated individuals, and filing credentials. |
| Creating an Individual Client |
Individual clients hold the data for private clients and all associated individuals — sole traders, directors, partners, spouses, and trustees.
- From the top toolbar, go to Client > Individual.
- Click New Record on the toolbar.
- Complete the Details tab with the individual's information.
- Click Save on the top toolbar.
| ⚠ Important: If you need to add a director, trustee, or other individual where you do not act for their Self Assessment, set the Client Status to 'Non Acting'. This avoids using a Self Assessment client licence unnecessarily. |
| Mandatory Fields |
Fields highlighted in green on the Details tab are mandatory and must be completed before the record can be saved. Common mandatory fields include:
- Client name / surname and first name
- Client type / status
- Responsible user
| Frequently Asked Questions |
Q: Can I link an individual client to an organisation client?
A: Yes. Once both records exist, you can associate them — for example linking a director to their company. This is done via the associated individuals/organisations tabs on each record.
Q: What is the difference between Organisation and Individual clients?
A: Organisation clients are for companies, LLPs, partnerships, and other entities. Individual clients are for people — sole traders, directors, and private individuals. Use the correct type to ensure the right return types and tasks are available.