Personal
Full name, title, salutation, date of birth, sex, marital status, address, telephone/fax/mobile numbers, spouse's name and date of birth, children's names and dates of birth.

Administration
An administration record for each client including client reference, National Insurance number and taxpayer reference. Also, the tax inspector’s name, and the name, address, telephone number and fax number of the client’s tax office. A record of the partner, manager and assistant responsible for each client.

Business
Name, description, type, address, telephone/fax/mobile numbers, email address, commencement and cessation dates, year-end date, net relevant earnings. Up to four businesses.

Employment
Occupation, employer’s name, address and PAYE reference, start date, finish date, net relevant earnings. Up to four employments.

Pension contributions
Details of clients' retirement annuity payments (RAP), personal pension contributions (PPC) and payments to free standing additional voluntary contribution schemes (FSAVC).

Assets and liabilities
A record of the major capital assets and liabilities held by each client.

Diary
A list of "milestone" dates to monitor the progress of each client's tax affairs throughout the year. You can produce filtered lists of clients satisfying defined criteria such as “all clients whose tax returns have not yet been lodged”. You can also produce management reports relating to the filtered lists, such as clients dealt with by a specific partner or clients whose affairs are handled by a particular Inland Revenue office. The Diary can store information for the current year and the preceding three years.

User defined
A table of database fields for specifying your own information. This table can be customised to requirements with a user definable title.

HM Revenue & Customs offices
A register of HM Revenue & Customs offices, which may be edited by the user. The stored information includes the tax office number, name, address, telephone number, fax number and email address.

Dividends
A database leading company dividends. This database is intended for use with the Tax Return programs. It enables dividends and tax credits to be automatically calculated in the dividends "notepads" within the Tax Return and Repayment Claim programs. You can edit the dividends database to make additions to the supplied set.

Client lists
These may be categorised with user defined "indicators".

Client records
Selected fields from selected client records can be printed to provide a hard copy record of the contents of the client database.

Mail merge data
A merge data file can be generated for clients or HM Revenue & Customs offices, to be used as a merge data file in any standard word processor, such as Microsoft Word, or imported into spreadsheet programs such as Microsoft Excel.

Client or Tax Office letter
A letter heading for any selected client or tax office can be generated for attachment to letters. The heading may be copied to the Windows Clipboard for pasting into any other Windows application, such as a word processor or spreadsheet.

Standard letters
A set of standard letter templates can be defined and edited by the user. These can be used in conjunction with the letter heading function to rapidly produce standard letters. The standard letters may be edited using Microsoft Word or WordPad.

Labels
Sets of labels may be printed on standard Avery laser label paper.

Form 64-8
A form 64-8 can be produced automatically for any client using the data in the client database. The 64-8 can be printed directly or saved as a PDF file, which can be sent to the client by email.