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
- Go to Company Management → Company
- Select the applicable company
- Click Basic Information
Update physical address
- Go to Company Management → Company
- Select the applicable company
- Click Basic Information → Detail → Addresses
- Complete fields:
- Street/Farm Name – Mandatory
- Province, Postal Code, Country Code – Mandatory
- Suburb/District or City/Town – One required
Update trade classification type
- Go to Company Management → Company
- Select the applicable company
- Click Company Detail → Country Specific
Update tax registration number (PAYE)
- Go to Company Management → Company
- Select the applicable company
- Click Basic Information
Update UIF and SDL reference numbers
- Go to Company Management → Company Rule
- Select the applicable rule
- Click Tax
Update tax certificate contact person
- Go to Company Management → Company
- Select the applicable company
- Click Country Specific
Update SIC code
- Go to Company Management → Company Rule
- Select the applicable rule
- Click Tax