> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a client

> Creating a client and giving it myDATA codes

![Clients list with VAT number, documents and myDATA credentials columns](https://mintcdn.com/tax-layer/0vqmB4CjwTr-NV4W/images/clients-list.png?fit=max\&auto=format\&n=0vqmB4CjwTr-NV4W\&q=85\&s=fe8706cfbcfb271e8989b52f69d938e5)

The Clients list — a Linked badge marks clients who connected their own account

1. Open **Clients** in the sidebar and press **Add Client**.
2. On the **General** tab fill in **Client Name** and **VAT / AFM** (9 digits; TaxLayer checks it's a valid Greek ΑΦΜ). Country, currency, language and timezone default to Greece, EUR, Greek, Europe/Athens.
3. On **Finance & Tax**:
   * **VAT filing frequency** — Monthly or Quarterly. Set it now; the VAT deadline cards need it.
   * **Legal form** — needed for the income-tax estimate.
   * **myDATA Credentials** — the client's **AADE User ID** and **Subscription Key**. See [Connect myDATA](https://tax-layer.mintlify.site/getting-started/connect-mydata.md). You can also add these later.
   * **Bank Accounts** — optional IBANs, so uploaded statements link to this client automatically.

![Add Client window, General tab](https://mintcdn.com/tax-layer/0vqmB4CjwTr-NV4W/images/add-client-general.png?fit=max\&auto=format\&n=0vqmB4CjwTr-NV4W\&q=85\&s=980b689a8ab63552feef8aa1a36f2e57)

Add Client › General

4. On **Contacts**, add the people at the client. See [Contacts and team](https://tax-layer.mintlify.site/clients/contacts-and-team.md).
5. On **Team**, choose which of your staff can see this client. Admins always can; members see only clients they're on.

![Add Client window, Team tab](https://mintcdn.com/tax-layer/0vqmB4CjwTr-NV4W/images/add-client-team.png?fit=max\&auto=format\&n=0vqmB4CjwTr-NV4W\&q=85\&s=f265b93fd971c61db5eed7e85954b24a)

Add Client › Team

6. Press **Save Client**, or **Save & Add Another** to keep going (the myDATA codes are kept for the next client).

The client appears in the list. Click it to open its page: Home, Income & Expenses, VAT & Tax, Documents, Books & ledgers, Bank Transactions, Contacts.

## Editing and deleting

On the client page, click the client name › **Edit Client**. Saved myDATA codes show as *Connected · ends in …1234*; leave the fields blank to keep them or fill both to replace them.

**Delete Client** asks for confirmation and removes the client and its contacts. **Delete** from the row menu on the Clients list does not ask — take care.

## Free plan

The Free plan includes one client. Pro includes 25 and Premium 35; beyond that each extra client is billed per month.


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