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Step-by-step Guide

How do I to create Multiple Offices?

Article ID: 3059
Last updated: 11 Jul, 2022

Multiple Offices allows you assign clients and users to specific offices.

You can then specify filing credentials on a per-office basis. Therefore, each user assigned to a specific office can utilise these credentials, allowing them to quickly populate the correct credentials for a given office when the firm filing credentials option is selected on HMRC or Companies House submissions.

Creating Multiple Offices:

  1. Within Admin Centre, from the Firm Details menu select New Office.
  2. From the Office Description screen enter an Office Code and an Office name/description.
  3. Click Continue.
  4. From the Contact Details screen enter the address details as well as any telephone numbers, email or web addresses.
  5. Click Continue.
  6. Create any Outgoing Email Settings required. Please see KB3200 – Outgoing Email Settings
  7. Enter your firm's bank account details which will be used to populate the agent nominee boxes on the tax return.
  8. Click Continue.
  9. From the Online Filing Settings screen enter the online filing settings on a per-office basis.
  10. Click Continue.
  11. Click Finish and Save to create the office.

See KB3060 - How do I assign users to an office? Click here for details on assigning users to offices.

Article ID: 3059
Last updated: 11 Jul, 2022
Revision: 5
Views: 474
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