Introduction
First and foremost, it's important to understand the data heirachy in DigiTax before you create an organisation or business.
Read on the data heirachy in DigiTax here.
Logged in
Once logged in, you are redirected to the DigiTax Dashboard homepage. Explore the other DigiTax Dashboard pages here.
Expect an empty dashboard, your very first time. Unless, someone already shared access, to their organization and business(es), with your account. In this case, you should have at least one organization.
To proceed, you'll need one or multiple KRA PINs.
Create Organization
Click Add Organization
Click the "Enter organization name" field and input your organisation's name.
In this example, I type "Dan Associates"
Click the "Enter PIN number" field and input your organisation's KRA PIN.
In this example, I input "P123456789Y"
Specify the Type of organisation.
In this example, I select "Business"
And click "Save Organisation".
Success!
Your organization(s) will be the first thing you see whenever you log in.
Add Business
Click on the organization of your choice.
In this example, I select "Dan Associates" (my recently-created Organization) to proceed.
This is your Organization Homepage where you can view business under your organization.
Click Add Business to add a Business.
Enter the details accordingly and click Add business.
Refer to the scenarios covered in DigiTax heirarchy.
Success!
If your organization has several businesses, you can repeatedly click Add Business to add them.