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Set up a Profile and Business (General)

Setting up a profile and a business on DigiTax Dashboard is the first step of using DigiTax's suite of products, including DigiTax API

Updated over 3 weeks ago

Introduction

First and foremost, it's important to understand the data heirachy in DigiTax before you create a profile or business.

In DigiTax, we start by creating a profile. Businesses are contained within profiles.

This is the simple data hierarchy in DigiTax:

  • Profiles represent folders (logical grouping) of businesses.

  • Businesses represent the entities that are recorded in the relevant tax authority.

DigiTax Data hierarchy
Read this support guide for more details on the DigiTax Data hierarchy

DigiTax profile

A profile in DigiTax is a folder (logical grouping) of businesses. You need to have at least one profile before creating a business.

DigiTax business

A business in DigiTax is an entity that matches an individual or business with a tax identification number as assigned by the relevant tax authority.

Country-specific steps on how to set up a profile and business

Review the guides below for:

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