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Convert a Business Tax Sole Trade to Sole Trade Instance when Integrated in Personal Tax

  1. Stage 1: disconnect the client from Integration with Practice Management
  2. Select
    File
    , then
    Close
     to close the client.
  3. Select
    File
    , then
    Disconnect Clients
    .
  4. Select the Business Tax Sole Trade, then
    OK
    .
  5. Stage 2: convert the client to a Sole Trade Instance
  6. Open the client.
  7. Right-click
    Business: [Name of sole trade]
     and select
    Convert to Sole Trade
     from the context menu.
    Personal, Business and Trust Tax will show the following message,
    'If you convert this entry, Business Tax information will be deleted but details posted to the Sole Trade schedules will be retained. Are you sure you want to convert this entry?
    '
  8. Select
    Yes
    .
    Personal, Business and Trust Tax will convert all years into Sole Trade Instances, but keep the figures.
  9. Stage 3: turn Integration back on
  10. Select
    File
    , then
    Close
    .
  11. Select
    File
    , then
    Share Clients
    .
  12. Select
    Next
    .
  13. Use the
    Select Clients
     button.
  14. Mark the checkbox for the client, then select
    OK
    .
  15. Confirm the potential matches, if any.
  16. Select
    OK
    .

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax