This article explains how to link sole traders and individuals within the MTD IT module. Linking is a mandatory requirement when using the Bookkeeping module alongside the MTD IT module.
This feature allows you to link multiple individuals across multiple sole trader businesses. There are two scenarios to be aware of:
- Linking different individuals across different sole trader businesses.
- Assigning the same individual across multiple sole trader businesses.
Scenario 1: Assigning Multiple Individuals Across Multiple Sole Traders
Use this scenario when you need to assign different individuals to different sole trader businesses.
Navigation > Capium 365 Client Portal > Manage > Clients
Follow the steps below:
Step 1 - Navigate to the Capium 365 Client Portal.
Step 2 - Open the Manage section.
Step 3 - Select your list of clients.
Step 4 - Once the relevant clients are selected, click Assign Individual at the bottom of the screen.
Step 5 - On the pop-up screen, you can allocate an existing individual or add a new one by typing their name into the blank field provided.
Scenario 2: Assigning One Individual Across Multiple Sole Traders
Use this scenario when you need to link one individual to several sole trader businesses.
Navigation > Capium 365 Client Portal > Manage > Clients
Follow the steps below:
Step 1 - Navigate to the Capium 365 Client Portal.
Step 2 - Open the Manage section.
Step 3 - Select your list of clients.
Step 4 - Select the multiple sole trader businesses that need to be linked to one individual.
Step 5 - On the pop-up screen, select the option Assign one individual to all businesses.
Step 6 - Select the individual you wish to assign and confirm the selection to apply them across all chosen businesses.
