Tax & Annual accounts
Change company type
This topic is for you who work with Tax & Annual accounts as an accounting office.
To change the customer type, you first need to reset the company from Maintenance - Reset data. Then you can switch in Practice management and restart Tax & Annual accounts. It is a bit special when you are switching to or from Private Individual. See below.
Change company type from Private individual to Sole proprietorship
- In Practice management, go to Maintenance - Collaborations.
-
Select the customer you wish to edit.
-
Click on the End collaboration button in the bottom left corner.
-
Go to Customers - Customer information and change from Privatperson to Enskild firma from Type of company.
-
Go to the Collaborations tab for the customer.
-
Select Tax & Annual accounts and start the new collaboration by clicking Read more and then Activate.
- Start Tax & Annual accounts.
The menu and functionality is adjusted to the existing company type.
Change company type from Sole proprietorship to Private individual
The year in which you wish to start working as a sole trader must not already be included in the period of your previous sole proprietorship. If there is a year since before, it must be removed before you make the change. You can remove financial years from Maintenance - Settings - Financial Years.
- In Practice management, go to Maintenance - Collaborations.
-
Select the customer you wish to edit.
-
Click on the End collaboration button in the bottom left corner.
-
Go to Customers - Customer information and change from Enskild firma to Privatperson from Type of company.
-
Go to the Collaborations tab for the customer.
-
Select Tax & Annual accounts and start the new collaboration by clicking Read more and then Activate.
- Start Tax & Annual accounts.
All old data will be preserved in read only mode. The menu and functionality is adjusted to the existing company type.
Related topics
What company types and regulations are supported in Tax & Annual accounts?
Work smarter
Video tutorials
Search word: switch company type, switch, change company form