I need a simple database system, and I’m considering using Google Sheets for managing my clients’ information. Here’s what I need the database to include:
### Client Information: - First Name - Last Name - National Insurance Number (NI) - Unique Taxpayer Reference (UTR) - Date of Birth - Address - Postcode - Mobile Number - Email - PAYE Number - Sole Trading Job Number - Sole Trading Start Date - **Miscellaneous (Notes Box):** For adding any additional information.
### Tax Year Tracking: For each tax year from **2021 to 2030**, I need: - A checkbox to mark the year as completed. - A column for the **amount** owed/paid. - A column next to it calculating **25%** of the amount automatically.
### Email Integration: - A feature to send emails directly to clients when their tax is ready. - An editable email template linked to their email addresses.
### Additional Requirements: - The system should be accessible online. - I’m open to using other platforms if they’re more suitable than Google Sheets, as long as they meet these requirements.
