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.

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.

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.

Reorder an officer, partner, or member

1. Select Data.
2. From the table of contents select Officers and Professional Advisers.
3. Select the Reorder button.
4. If there are 2 or more officers, partners or members, drag and drop to reorder.
5. Select Update information to save and close.

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