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 "Enter profile name" field and input your preferred profile's name.
In this example, I type "Simple Associates"Click "Select country" and click your preferred country
In this example, I select "Kenya"
Click "Save profile" to complete this step of creating a profile.
Success!
Your organisation(s) will be the first thing you see whenever you log in.
Add Business
Click on the relevant profile.
In this example, I select "Simple Associates" (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.
Click "Add Business"
Fill in your profile details:
Click the "Enter PIN No." field and type in your TPIN (Tax Payer's PIN)
In this example, I've typed in "P123456789P"Click the "Enter display name" field and type in your business display name
In this example, I've typed in "Simple Associates Venture"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, commercial conversations need to take place. Eventually, a Live business will sync with the tax authority/regulator system.
Click Add business.
Success!
If your profile has several businesses, you can repeatedly click Add Business 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.
