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 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 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.
Start by signing in to DigiTax
Once signed in, you are redirected to the DigiTax Dashboard homepage.
Expect an empty dashboard, your very first time
Unless, someone already shared access to their profile and business(es), with your account. In this case, you should have at least one profile.
Add Profile
Click "Add Profile"
Fill in your profile details:
Click the "Profile name" field and input your preferred profile's name.
In this example, I type "UAE Profile"Click "Select Country" and select your preferred country from the drop-down list.
In this example, I select "United Arab Emirates"Select "Type of profile". This is for the benefit of filtering profiles later on when you have numerous ones.
In this example, I leave "Business" as the type
Click "Save profile" to complete this step of creating a profile.
Success!
Notice the toast message at the top right confirming that your profile is created successfully.
Toast messages
Expect a toast message, a dismissible card at the top right of the page, after every complete action.
The toast message informs you whether it's a success or an error occurred. In the case of an error, a descriptive error message will show.
In the rare cases of ambiguity or lack of clarity reach out to our support team.
Your profile(s) will be the first thing you see whenever you log in.
Edit Profile
You can edit the name of your Profile by clicking the ... on the Profile card then Click Edit profile.
You can update the Profile name and Type of profile.
Add Business
Click on the relevant profile card.
In this example, I click on "UAE Profile" (my recently created profile).
Remember that a profile is a logical grouping of businesses; hence, you're selecting the profile that will house the business you intend on creating.
You can see scenarios of profiles and businesses here.
This is your empty Profile page (with no business)
Click "Add Business"
Fill in your business details:
Click the "Enter TRN No." field and type in your TRN (Tax Registration Number). TRN is the UAE FTA's (Federal Tax Authority) choice name equivalent of TIN (Tax Identification Number) or TPIN (Tax Payer Identification Number)
Note: This field has validation. The TRN should start with digit "1", end with digits "03", and contain 15 digits total.
In this example, I've typed in "122334455667703"Click the "Enter display name" field and type in your business display name
In this example, I've typed in "Simple Associates"Specify the type of business - Test is selected by default
Live - will be tied to the tax authority/regulator. Do not select this for testing purposes.
Test - used for testing as a sandbox business. Select this if you wish to have a round of tests before activating your business with the tax authority/regulator
You can have more than one business under a profile. We suggest that if you're new to DigiTax you create two businesses:
A Test one, to gain understanding of DigiTax dashboard by creating items, invoices, etc
Another, a Live one, that will be tied to your entity with the tax authority/regulator.
To cross this bridge of activation, commercial conversations need to take place. Eventually, a Live business will sync with the tax authority/regulator system.
Click "Add business".
Success!
Note: You receive an email on every business creation with next steps. The steps are critical for Live businesses. If you've created a Test business, you can proceed below.
If you'd like your profile to contain several businesses, you can repeatedly click "Add Business" button, or "Add business" card; to add them.
Business page
Once you've successfully created a business, click on it to view the business page. From here you can start transacting.
