How do I add the Tax Status column in Practice Manager?

The tax status of clients is no longer shown by default but you can add this column by following these instructions:

1. Open Practice Manager.
2. Click on View in the top menu bar.

3. Select Customise your Client List from the drop-down menu.

4. In the Customising your Client List window, highlight the relevant Tax Status column under Columns Available and click on Add > >

• Apply the change:
• Click on Use only to apply the change once.
• Click on Save and Use to save the display option for use throughout the year.