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Validate Company Information

Created on  | Last modified on  Highlight Matches

Summary

How to update company information such as name, address, tax numbers, and classification in Sage 300 People.

Description

Check that the company and rule details are correct before making changes. Complete mandatory fields, or it will affect compliance reports.

Resolution

Update registered/trading name

  1. Go to Company ManagementCompany
  2. Select the applicable company
  3. Click Basic Information

Update physical address

  1. Go to Company ManagementCompany
  2. Select the applicable company
  3. Click Basic InformationDetailAddresses
  4. Complete fields:
    • Street/Farm Name – Mandatory
    • Province, Postal Code, Country Code – Mandatory
    • Suburb/District or City/Town – One required

Update trade classification type

  1. Go to Company ManagementCompany
  2. Select the applicable company
  3. Click Company DetailCountry Specific

Update tax registration number (PAYE)

  1. Go to Company ManagementCompany
  2. Select the applicable company
  3. Click Basic Information

Update UIF and SDL reference numbers

  1. Go to Company ManagementCompany Rule
  2. Select the applicable rule
  3. Click Tax

Update tax certificate contact person

  1. Go to Company ManagementCompany
  2. Select the applicable company
  3. Click Country Specific

Update SIC code

  1. Go to Company ManagementCompany Rule
  2. Select the applicable rule
  3. Click Tax