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 ...
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, ...
Using your HMRC credentials
Your firm’s Government Gateway IDs are used in several ways within the software. Annual tax return submission uses your HMRC Online Services for Agents ID. You can save this in your profile via Profile & Settings > Personal Data. You enter the ...
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 ...
Jointly owned property
ApariPro can easily manage clients with jointly owned properties within their Landlord (UK property) Business. When adding a new UK property to the clients existing Landlord business, you can select if the property is jointly owned and the percentage ...