Help Centre · VAT for Accountants · 1 min read

Create a client organisation and enable VAT

Add a client organisation from your Organisations list - only the VAT registration number is required.

Tax Optimiser Updated 16 Jun 2026

Every client you act for is an organisation in Tax Optimiser. You create one per client, and for VAT the only field you must complete is the client’s VAT registration number — everything else can follow later.

Add the organisation

From your dashboard click Organisations to see your client list, then Actions → Add New.

The create organisation page reached from Organisations, Actions, Add New

Enter the client’s details. For VAT, only the VAT Registration No is required — it’s the client’s 9-digit number from their VAT registration certificate. Press Save at the bottom.

Creating an organisation by name with the company details form

Find your way around a client

Once saved you’re inside the client’s organisation, with its own sub-menu for VAT and everything else. To get back to your firm’s view — the client list, firm settings — use the accountant menu. To add another client, return to the Organisations list and click Add New again.

Inside a client organisation showing the organisation sub-menu and tabs

Where the VAT number lives later

If you need to check or change a client’s VAT registration number afterwards, it’s on the client’s Tax & VAT settings, alongside the VAT Scheme (most businesses are on Standard).

The client's Tax and VAT settings with the VAT Registration No, VAT Scheme and VAT Entity fields

Next: Map the client’s VAT spreadsheet.

The short version

Create a client organisation and enable VAT — in brief

Create one organisation per client from Organisations, Actions, Add New.

The only field required for VAT is the client's 9-digit VAT Registration No; press Save.

The VAT number and VAT scheme also live on the client's Tax & VAT settings if you need to change them later.