HMRC notes - ct600-guide
Under the View/Edit Client heading on the left hand pane of the main screen select Main Details to edit information entered when setting up this client.
Individual directors and shareholders are added, viewed/edited and deleted from the lower left hand panel headed Directors and Shareholders. There is no interaction between
Clicking either the Add Director or the Add Shareholder button brings up the relevant screen.
Clicking either of the View/Edit Director or the View/Edit Shareholder button brings up screens similar to those above.
Please refer to Assign staff in operational help .
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