Client List
The Clients page shows all client records in your organisation. From here, you can add new clients, open an existing client, and delete one or more clients.
The Clients page shows all clients in your organisation in a table.
From here, you can:
- Add new clients
- Open a client record
- Delete one or more clients
📸 Screenshot: Clients table with Add Client button
What you see
The clients table includes the following columns:
Column | Detail |
|---|---|
Client Name | The client's display name |
VAT Number | The client's VAT / AFM number |
Country | Two-letter country code (e.g. GR) |
Currency | Default currency (e.g. EUR) |
Documents | Total number of documents linked to this client |
Batches | Total number of document batches |
Errors | Number of document processing errors — shown in red if greater than zero |
Last Activity | Date of the most recent activity on this client |
Add a client
Click Add Client in the top-right corner.
The Add Client modal opens.
Fill in the required fields across the four tabs (see Client form fields below).
Click Save Client.
To add multiple clients in sequence, click Save & Add Another instead. The form resets for a new entry, but your myDATA credentials are preserved so you do not need to re-enter them.
The Add Client modal has four tabs: General, Address, Finance & Tax, and Contacts.
The Edit Client modal has three tabs: General, Address, and Finance & Tax. Contacts are managed separately from the Client details page after the client has been created.
General tab
Client identity
Client Name
Yes
The primary display name used throughout TaxLayer
Client Code / Reference
No
An optional internal reference or code
VAT / AFM
Yes
The client's Greek tax number. Used for document matching and myDATA validation
Status
Yes
Active or Inactive. Defaults to Active
Branch
No
Branch number if the client operates multiple branches. Defaults to 0
Industry
No
Retail, Manufacturing, Professional Services, Technology, or Healthcare
Notes
No
Free-text internal notes about this client
Address tab
Primary address
Address Line 1
Street address
Address Line 2
Apartment, suite, or other secondary line (optional)
City
Postal Code
Region / County
Country
Country for this address
Communication
Website URL
Must be a valid URL including the scheme (e.g. https://example.com)
Main Email
Primary contact email address
Main Phone
Primary phone number (e.g. +30 210 1234567)
Finance & Tax tab
Billing defaults
Payment Terms
Net 30, Net 60, Net 90, or Immediate
Payment Method
Bank Transfer, Credit Card, or Check
Credit Limit
Numeric value
Pricelist / Pricing Tier
Standard, Premium, or Enterprise
Tax settings
Tax ID / VAT Number
Read-only. Automatically synced from the VAT / AFM field on the General tab
Tax Exempt
Toggle. Enable if this client is exempt from tax
Exemption Reason
Appears only when Tax Exempt is enabled. Explain the basis for exemption
myDATA credentials
These credentials connect TaxLayer to the Greek AADE myDATA API for this client. They are required for revenue, expense, and VAT analytics to appear on the client's Overview tab. Without them, the Overview tab will show a "No myDATA credentials configured" message.
AADE User ID
The username of the REST API user you created in the AADE portal
Subscription Key
The subscription key for that API user. Masked by default — click the eye icon to show or hide the value
Where to get your AADE credentials
Log in to the
AADE myDATA portal
.
Navigate to Register with myDATA REST API.
Create a REST API user. AADE will generate a username and a subscription key.
Copy both values and paste them into the fields above.
For a step-by-step walkthrough, see the
myDATA REST API setup guide
.
When editing an existing client, these fields display the saved values. The credentials are only updated in the system if you actually change the values — saving the form without editing the credential fields will not overwrite them.
Contacts tab (Add Client only)
Use this tab to add one or more contacts for the client during creation. Contacts added here with Portal Access enabled are automatically sent a portal invitation once the client is saved.
You can also add and manage contacts after creation from the Client details page.
Contact fields
First Name
Yes
Last Name
Yes
Yes
Used to send the portal invitation
Phone
No
Job Title
No
Contact options
Receive Notifications
On
Contact will receive system notifications
Primary Contact
Off
Marks this as the primary contact for the client
Portal Access
On
When enabled, the contact is automatically invited to the client portal after the client is saved
​
Open a client
​
- ​Click any row in the table
- ​You are taken to the Client details page
Delete one client
​
- ​Click the delete icon on a row
- ​Confirm the deletion
Delete multiple clients
​
- ​Select clients using the checkboxes
- ​Click Delete in the header
- ​Confirm the deletion
​
⚠️ Warning
​
Deleting a client:
​
- ​Permanently removes the client
- ​Deletes all associated data (documents, contacts, financial data)
- ​Cannot be undone
​
Troubleshooting
​
Client list is empty
​
- ​No clients have been created yet
- ​Click Add Client to create your first client
​
Cannot find a client
​
- ​There is no search functionality
- ​Scroll to load additional clients
​
Updated on: 16/04/2026
Thank you!