Creating a Self-Assessment client

Creating a Self-Assessment client

From your Agent screens, click on the + button in the top right-hand corner, select New Client and then choose the Self-Assessment option.  

 

 

 

Either choose to manually add a new client or you can batch upload multiple clients by downloading the CSV template, populating it and then upload via the choose file option. 

 

 


  1. Once you have successfully added a client/s (either manually or batch upload) they will then appear within your clients list under the Service Type ‘Self-Assessment’.