Create new clients
When creating clients for tax purposes, complete the fields below to reduce your effort of needing to retype the same information later.
- Click and select Onvio Centre.
- Click on Setup > Contacts: Clients
- Click Add
- In the General tab, select Entity type (Individual, Company, Trust etc)
- Add the client details:
- Client ID (unique)*
- Name*
- Country of Residence
- Tax File Number (TFN)
- Australian Business Number (ABN)
- Date of birth
- Date of death
- Home address
- Postal address
- Mobile phone #
- Business phone # (daytime contact #)
- Email address (primary)
- In the Tax tab, add the following details for Electronic funds transfer (EFT)
- BSB
- Account number
- Account Name
The client details above must be added in Onvio Centre prior creating a project for this client. Otherwise, anything missing will not be available to the project that is already created.
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