Adding Companies to Groups

Create an association via Associated tab

Existing client records can be added to a group by setting up an associated relationship.

Select the Associated tab in the company which is set up as the group's parent.

In the ribbon, use Add to create an association with an existing contact or client or Add New to create an association with a new contact or client. Please refer to the linked pages for the relevant instructions.

Set the Relationship type as "has subsidiary group of" (in the Inverted Relationship column).

Set the State and End Date for the group relationship.

Select OK.

Create an association via Tax Group tab

Alternatively, the Tax Group tab can be used to set up associated relationships.

Select the Tax Group tab in the company which is set up as the group's parent.

In the ribbon, use Add to create an association with an existing contact or client or Add New to create an association with a new contact or client. Please refer to the linked pages for the relevant instructions.

Set the Relationship type as "has subsidiary group of" (in the Inverted Relationship column).

Set the Start and End Date for the group relationship.

Select OK.

The Start Date and End Date fields indicate when companies joined and left the group respectively. This information is used to determine the correct profit and loss details for the group period of account.

Use of a contact record in a group

Where there are companies in a group for which you do not provide compliance services to, a contact record can be used instead of a client record for the purpose of completing the group overview profits and losses. The Contact Type must be set to Limited, Not for profit organisation or Other Organisation.

Where a contact record is used, the company's UTR and details of the profits/losses for the company's period of account should be entered to ensure the group relief calculations are correct.