Help and Support

Export or check out clients from Digita Suite

Follow these steps to export clients from Accounts Production, Accounts Production Advanced, Corporation Tax, and Personal, Business and Trust Tax. Currently there is no functionality to export or check out clients from Practice Management and Company Secretarial.
Accounts Production
To check out a client from Accounts Production from either within the client or out of the client:
  1. Select
    File
     |
    Check in/out
     |
    Check Out.
  2. Select
    Next
     on the welcome to the check out mobile data wizard screen.
  3. Select the client from the pop up screen by ticking the box next to the client (this will automatically tick if you check out within the client)
  4. Select
    Next
     from the “Check out Organisation Data” screen.
  5. Select
    Next
     from the “Select Users” screen.
  6. Select a file location to save to and then
    Finish.
Accounts Production Advanced
To check out a data set from Accounts Production Advanced:
  1. Ensure all clients are closed in the program.
  2. Select
    File
     and then
    Check out Data
    . This will open the "Welcome to Check out Data Wizard" window.
  3. Select
    Next
     to display the client list.
  4. Tick the box next to the client you want to check out and select
    Next
    .
  5. In the new window, select the ellipsis button next to
    Save as a single file
     to open the "Save Data As" window.
  6. Choose the directory where the accounts can be found.
  7. Enter a name in the
    File name
     and select
    Save
    .
  8. Select
    Next
     in the new window to start the saving process.
  9. Select
    Finish
     to complete the process.
  10. The client in the client list will now appear in grey text with the words "(checked out)" after the name.
Personal, Business and Trust Tax
To transfer a file to another agent or computer, or to send it to Digita Support for amendment:
  1. From within Personal, Business and Trust Tax, select
    File
    , then
    Close.
  2. Select
    File
    ,
    Import
     /
    Export
    ,
    Client Transfer Manager
    , and then
    Export
    .
  3. Highlight the client and select
    Export
     again.
  4. Save the file.
  5. Create a password.
  6. Select
    Yes
     when prompted to mark the client as exported.
Corporation Tax
Use one of the following export options after selecting
File
, then
Import/Export
:
  • Export this Company
    : Available when a company record is open.
  • Export Companies
    : Available whether a company is open or not. You will need to highlight the relevant company from the list.
You will be prompted to select the location where you want to save the file. This should be somewhere that you can easily remember, as you will need to browse to this same location when uploading the file to the ticket or email. Unless you are sending the file to us to be amended and sent back to you, select
No
to the prompt asking if you wish to mark the file as exported. Please note that both options will extract the company and any companies within the same groups.

This article applies to:

  • PRODUCT: Companies House Accounts Filing,Digita Accounts Production,Digita Accounts Production Advanced,Digita Company Secretarial,Digita Corporation Tax,Digita Corporation Tax Advanced,Digita Personal Business and Trust Tax,Digita Practice Management