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Tax References

Keep your client records accurate, organised, and up to date in Engager

In this video we look at how to store UTRs and other key tax reference information.

You’ll find them on the client record under Info > Tax References, in a panel for each tax, such as VAT, Self Assessment and PAYE.

Self Assessment panel on a client's Tax References page with the Client's Unique Taxpayer Reference (UTR) field highlighted, above the National Insurance number, live abroad and postcode fields