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Project title:
Database system to management client
Posted by:
External project from PeoplePerHour
Started:
25-Dec-2024 15:19 GMT
Description:
Hi Team,

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.

Let me know how we can proceed.
Project ID:
3414082
Project category:
Project budget:
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