Create or Integrate a Sole Trade for use in Personal Tax

Stage 1: create the records in Practice Management

Create the Person client record first.
Create the 'Sole trade' record
Select the ellipsis button, then the Person from the list who will be the Proprietor.
Enter the
Trading Start Date.

Stage 2: share the Sole Trade with Personal Tax

Open Personal, Business and Trust Tax.
Share the client if it's not already shared.
Open the Person record in Personal, Business and Trust Tax.
Select
Edit
, then
Schedule Editor
.
Double-click the Sole Trade.
Select
New
.
Choose whether you want to set up the Sole Trader as a Business Tax Business or as a Sole Trade.
Select the Sole Trade.

Stage 3: set up the Sole Trade in Accounts Production

If you have Accounts Production Advanced:
Open Accounts Production Advanced
Select
File
, then
New
.
Select the Sole Trade template you require.
Select the appropriate entity, then select
OK
.
Enter the first accounting period dates and an Entity code.
If you have Accounts Production (version 5.9):
Open Accounts Production.
Select
File
, then
New
.
Select the Sole Trade template your require.
Select the appropriate entity, then select
OK
.