Enter officers and professional advisers

You add officers and professional advisers (directors, banks, and solicitors) through the Data page.

To add a director

  • 1. Click Data.
  • 2. From the table of contents click Officers and Professional Advisers.
  • 3. Enter the main details of the director.
  • 4. Choose how the director’s name should appear in the set of accounts using the Display as option.
  • 5. Click Save.

To add additional directors, click the Add director block > repeat the steps above.

You can add ten directors.

To add a director’s appointment or resignation date

  • 1. Click Data.
  • 2. From the table of contents click Officers and Professional Advisers.
  • 3. Find the director whose dates you want to change
  • 4. Click Enter appointment/resignation dates
  • 5. Enter the dates and if you’ve entered a resignation date, enter the reason for resignation.
  • 6. Click Save.

To add banks or solicitors

  • 1. Click Data.
  • 2. From the table of contents click Officers and Professional Advisers.
  • 3. Click either Add Bank or Add Solicitor.
  • 4. Enter the details for the bank or solicitor.
  • 5. Click Save.

You can only add one bank and one solicitor.

To remove director, bank, or solicitor

  • 1. Click Data.
  • 2. From the table of contents click Officers and Professional Advisers.
  • 3. Find the director, bank, or solicitor to remove.
  • 4. Click Remove on the block for that item.

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