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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

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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