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Account Management

Business Profiles Bank Connections Tax Profiles

🏢 Manage your business profiles and financial data organization. Create separate profiles for different businesses, link bank accounts, and configure tax settings for each entity.

Tip: Use the questionnaire below to set up your business entity type and tax profile for accurate calculations.

Tax Profile Management

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Tax Profile Name *

Entity Type *

Tax Year *

Tax Registration Status

PAYE Employee

Provisional Taxpayer

Select all that apply. Business entities are automatically Provisional Taxpayers.

Business Name

Registration Number

Description

Entity Type Guide:

Natural Person: Individual taxpayers, sole proprietors
Non-Natural Person: Companies, partnerships, trusts

Tax Profile Name *

Entity Type *

Tax Year *

Tax Registration Status

PAYE Employee

Provisional Taxpayer

Select all that apply. Business entities are automatically Provisional Taxpayers.

Business Name

Registration Number

Description

Note: Changing entity type may affect tax calculations and questionnaire requirements.

Account Management

Tax Profile Questionnaire

Tax Profile Management

Add New Account

Edit Account

Create New Tax Profile

Edit Tax Profile

Link/Unlink Account to Tax Profile