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