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For tax purposes a home address and postal address must be added for each client. For return purposes the home address cannot be a post office box.

Adding a new client address and phone number

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titleHow to add a new address
  1. Open the relevant client.

  2. Go to the Addresses tab on the Client page.

  3. Click Add/maintain address under Addresses on the Tasks bar. The Maintain Contact Addresses window opens.

  4. Click Add new address if you are adding an additional address for the client.

  5. Enter the address details for the client:

    • Address Type —select the type of address you are entering on the Address Type drop-down. You can select from Billing, Business, Home, Other, Postal and Registered.

    • Line1, Line2, Line3 — enter the property number and street information into the Line1, Line2, Line3 text fields.

    • Suburb/Town — enter the suburb or town into the Suburb/Town text field.

    • State (Australia) enter the state into the State text field (New Zealand) leave the State text field blank.

    • Postcode — enter the postcode into the Postcode text field.

    • Country — enter the country into the Country text field, if the country is not your default country.

  6. Click Save. The address appears in the table at the top of the window.

  7. Click Add new address to add additional addresses for the client.

  8. Click Close when you have finished adding and editing client addresses.
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Adding client phone numbers

Adding email addresses

Making a contact into a client