This article applies to:

Product: Digita Personal Business and Trust Tax

Convert a Sole Trade to Business Tax business if Integration is used in Personal Tax

Before you convert a sole trade to a business tax business, you'll need to have a full 12-month accounting period for the client.

note

If you intend to convert the sole trade to a business tax business in preparation for a conversion to a partnership, you'll also need a full 12-month accounting period as a business tax business, so consider carefully which accounting period you need to convert.

Disconnect the client from Integration:

Select File
, then Close
to close the client.

Select File
, then Disconnect Clients
.

Select the client, then select OK
.

Convert the client from a sole trade to business tax business:

Select Edit
, then Schedule Editor
.

Select Sole Trade
, then Edit
.

Select the sole trade, then select Convert
.

Enter the first accounting period you want to process for the client as a business tax business.

Integrate the client with Practice Management:

Select File
, then Close
to close the client.

Select File
, then Share Clients
.

Select the client, then OK.

Select Finish
.

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This article applies to:

Convert a Sole Trade to Business Tax business if Integration is used in Personal Tax