Click here to Watch how to Create and Link a Director from Self-Assessment
Navigation - Self-Assessment >> Add Client >> Select 'Individual' from the 'Client Type' drop-down
This inter-module integration allows users to link Directors which have been already created within the Self-Assessment module to an existing Limited Company or create a new Director and perform that link.
(if the Director/Individual is already created, head into the workspace for that person and edit the 'Assessee Details' box.)
When creating new Client, select Individual from the 'Client Type' drop-down menu. As a result, the 'Assign as Director' section to the right will appear where you simply then need to select the limited company(s) you want to assign this director to.
