You can record sole traders and entities which are not UK limited companies on your portfolio. This could be for the management of the business, its people and tracking VAT dates.
Recording non-limited companies will allow you to view all records in one portfolio screen, helping to manage their details and due dates. The records added will appear alongside your existing limited companies in Your current companies on the portfolio screen and will be included as part of your subscription cost.
To add a record which is not a UK limited company, please see the steps below:
1. Select Import Company at the top of the screen as shown below.
2. The first stage of the Setup Wizard allows you to confirm if the record being imported is registered at Companies House.
Selecting No will ensure that the Name search is not looking to confirm an existing Companies House record, giving you the opportunity to enter the required record.
3. The next step allows you to add the information for the entity.
The only mandatory field on the information page is the Category, all fields above are optional, depending on what you need to record.
4. A contact can then be added, this information is held within Inform Direct for your use.
Forename, surname & title are the only mandatory fields.
5. The setup is then complete. You will have Dashboard, Details & Contacts tabs to view and edit the information.
6. The Details tab allows you to edit their information and add due dates. The dates added here will appear in the Key dates on the Dashboard and can be included on your portfolio.
One of the available date fields is for VAT return due dates. These can be pulled in from HMRC via your agent services account automatically, providing a correct VAT registration number is records. Please see How Do I Add My VAT Details?