Key Benefits:

• Reduce time, effort and risk of errors when entering tax return schedule information for individual clients by connecting directly to the source of data collection.
• Deploy the API on existing local infrastructure to retain ownership of and access to data.
• Configure the API as part of an existing workflow and integrate with third parties, enhancing automation capabilities.

Scenario

Automatic data entry into Digita Personal Tax direct from the source of data collection

1. 1You send your client their annual information request in your existing client portal system or equivalent.
2. 2Your client responds, providing their income sources for the previous tax year.
3. 3You receive a notification through your usual method to inform you the client has provided the requested information.
4. 4You log in to Digita Personal, Business and Trust Tax and open the client record.
5. 5The information provided by your client has been automatically posted to the relevant schedules, and the resulting calculations have already been made.
6. 6You can review the information posted rather than spend time manually entering the data.