Coding system for client files in practice

Coding System

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Hello Guys, 
I have new software for my practice (Digita) before I was using TaxCalc. The problem is, I have only one reference code for an individual client tax file, no matter if he has rental income, sole trader business or both, let say A001. However, in Digita when I tried to do a tax return for sole trade business. It has asked me to setup new code for sole trader business.

Now if I setup new code for his sole trader business let say B025, it will be far away from A001 and I have to have a new file for his sole trader business plus his old tax file A001.

Is there any better way or should I have two separate files and codes as described above?

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By DMGbus
20th May 2016 19:40

If your Digita software allows it, a coding system might be as follows:
A001 = Proprietor
A001B = The proprietor's business
Whether the above coding system is allowed will be down to the software restrictions, if not permitted then
maybe A001 = Proprietor
A002 = The proprietor's business

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