Basics of ClientBase

Overview

ClientBase is a program which is used to store all the information of the clients of Taxfile. Currently there are 2 databases, one for Exeter and one for the London Area.

Using ClientBase

The program is split into 2 main windows. The bottom window, is the window which contains all the names in the database. It has the names of all the clients in order of surname. To easily find the client you are looking for, click the first letter of your clients surname as shown in the picture below. This will then take you to the first client of that letter. You can then scroll down to find your client.

The client list in the picture below is where the main information about the client is contained. If you need to find out more information about the client you can press the business and personal buttons which holds more data about the client. This could be useful, for example if you had to do a PAYE check.

Also in the client list is detailed information about the clients work which is all arranged in many tabs which contains all different sorts of information.

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