Creating a Business Source for Self-employed & Landlord clients
A business source should be created for any client that is Self-employed, a landlord or has other income from property to help with digital record keeping.
To act on your clients behalf and impersonate your client select the client from your agent dashboard, select the 3 dots and ‘Impersonate’. Then select Profile & Settings > Business Sources.
For Self-employed clients you can add a new self-employed business, you should enter the clients Business Details to set up the business source.
For Landlord clients you can add a new landlord (UK property) business, you should enter the clients Business Details. You can also create individual properties within the Landlord business by adding new UK property and entering the property details for each property owned.
Existing business sources can be changed or deleted by selecting the 3 dots on the relevant business.
Related Articles
MTD Synchronising Business Sources
Why This Matters When your client's MTD status shows MTD Sync Needed, it means HMRC has business sources (Self-Employed businesses, Landlord portfolios, or both) registered to them. You need to synchronise these into ApariPro to ensure transactions ...
Creating Transaction Rules
Transactions can be imported directly from bank feeds, importing bank statement CSV's, from uploaded documents and/or adding transactions manually. Once transactions are in ApariPro you can categorise them in a few ways, either when manually adding ...
AI document extractor
Our brand new AI DocExtractor uses cutting-edge technology to help you save time on your time heavy tasks processing clients documents. Easily upload documents and see the extractor create and categorise transactions ready for you to review and ...
Exporting your clients data
Export Data You can export a data file of your clients reviewed transactions which will include all the transaction information from the date, Business, Income and Expense category and transaction value. You can export the reviewed transaction data ...
Client connect: Inviting clients
What is Client Connect? Client Connect lets you invite clients into your account so they can securely share their data and review their tax return. They log in to see their information, connect their bank, upload documents, and approve their return ...