Popular Articles
Adding a new client
You can add new clients in two ways, individually or in bulk. Adding clients individually is ideal for adding a small number of clients and for larger numbers you should add multiple clients using our CSV-file client importer. Setting up individual ...
Jointly owned property
What Are Joint Properties? A joint property is a rental property owned by two clients together. Instead of entering the same transactions twice, one client (the "Sharer") enters all data once, and it automatically appears in both accounts. Key Terms ...
Agent Dashboard
Your agent dashboard appears when you log in. From here, you have an overview of all clients and their status in the personal tax workflow. It’s designed to help you get all clients in the Submitted state well in advance of 31 January. By default, ...
Tailoring the tax return for the first time
Selecting tiles & coverage of SA100 in Standard mode To simplify the process, you can tailor your clients tax return so that you only see the sections relevant to your client. The tax calculator and return will only include information from the tile ...
Record Keeping Overview
The Record Keeping Section helps you keep track of your clients transactions in a digital format. Transactions can be automatically uploaded directly from your clients bank feed, imported by CSV-file or manually added. Adding transactions manually ...