Corporation Tax Support

Set up a participator when you use Integration with Corporation Tax

  1. Go to
    Company
    Participator details
    New
    .
  2. You'll be asked if the participator is an officer of the company, e.g. a director:
  3. Assuming that they are, select
    Yes
    .
    The company contact details in Digita Practice Management (DPM) will then open in a separate window.
  4. Go to the
    Contacts
     tab in the DPM window and go to the Officers section and choose the relevant individual or, to add one select
    New
    .
  5. Enter the name of the officer/participator. Select the icon next to the name field, then select contact or create new person.
  6. The person’s name is then brought into the name field. You can then enter the date appointed and select
    OK
    .
    You must enter a date appointed that is within or prior to the year you're working on in Corporation Tax to pull through the participator to Corporation Tax. The person is now included as an officer in the Officer’s section of the Contacts tab in DPM.
  7. Select
    Save and close
     to return to Corporation Tax, where you'll see that the participator has been added. Select
    Apply Changes
     when prompted to do so.
  8. If the participator is not an officer of the company, go to
    Company
    Participator Details
    New
    , select
    No
     to the prompt and you'll be able to create the individual directly in Corporation Tax.
  9. To enter a loan for the participator go to
    Accounts
    Loans to Participators
    New
    .

This article applies to:

  • Product: Digita Corporation Tax