Help and Support

Set up or change electronic/online filing details in the Digita Suite products

The following Digita products allow electronic filing of accounts/tax returns to Companies House/HMRC. Instructions for how to set this up have been included below:
Corporation Tax
To enable Online Filing you need to ensure that you have registered with the
Government Gateway
 to obtain a User ID and Password.  Once you have done this you can set up Online Filing in Corporation Tax as follows:
  1. Log into Digita Corporation and Deferred Tax either as the Administrator or as another user who has administrator rights.
  2. Select
    Tools
     from the menu, followed by
    User Management
    .
  3. Highlight the user requiring access to Online Filing and select
    Edit
    .
  4. Tick the
    Allow Online Filing
     tick box.
  5. Enter the Government Gateway User ID and Password.
  6. Log out of Digita Corporation and Deferred Tax and then log in as the user which was set up for Online Filing (above).
Personal Tax
  1. Open the Database Security module
    1. Windows 7
      or earlier
       -
      Start | All Programs | Digita | Personal, Business and Trust Tax | Tools | Database Security
      .
    2. Windows 8 -
       press the 'Windows' key, this will take you to the tiles screen, now start typing 'Database Security' this will bring up the search facility and you will see
      Database Security
      .
  2. If on
    DVO,
    this will be on your list of applications. Highlight the User name on the
    User Permissions
    tab and select the
    Edit
     button.
  3. Input the online filing username, obtained from registering with the Government Gateway in the
    Online Filing Details
     section.
  4. If you want the software to remember the users online filing password you should tick the appropriate box and enter the password (associated with the HMRC User ID) where specified. Verify the password and select
    OK
    .
  5. That user is now able to log in and use the online filing function to submit tax returns electronically. You should repeat these steps for each user that you want to have access to the online filing service.
  6. Another option is to set up a new generic user for the purposes of online filing or use the default user ‘Pass’.
Company Secretarial
  1. Open up the software and see if you are prompted to log in as the Administrator or whether you are logged in automatically.
  2. If you are prompted to log in as the Administrator you will then be asked to create a user profile which you should do.
  3. In the new window enter your Full Name, assign the appropriate role to the user (Standard users won't be able to perform certain functions in the software) and tick the
    Enable electronic filing
     tick box.
  4. Once you enter the details and select OK you will be prompted to log in as that user, which you should do
  5. Once you have logged in as a user you will be able to set up the company for electronic filing:
  6. Open the
    Tools
     menu and select
    Manage Presenter Details
     (this won't be available if you have not got the Administrator role assigned to you user and if you haven't had the Electronic Filing box ticked).
  7. Select the
    Companies House
     tab from within the
    Manage Presenter Details
    dialogue.
  8. Select the ellipses button to the right of the ‘Electronic Filing’ field.
  9. Enter your Presenter details within the dialogue displayed. Using the
    Preferences
     tab select which automated processes who would like to run when preparing a form to be filed online then click on
    OK
    .
To set up each company for electronic filing you need to follow the steps below:
  1. Open each company that you will file online for and go straight to the
    Other
     tab.
  2. Select the ellipses button to the right of the ‘Electronic filing field’.
  3. Enter the Company Authentication Code
  4. Set the
    E-Filing enabled
     box to true and select whether or not the company has opted in to the Protective Online Filing Scheme
  5. Select either Save or Save and Close in the Company toolbar to save these changes
Once all of the above has been set up you are in a position to file online.

This article applies to:

  • Product: Companies House Accounts Filing, Digita Accounts Production