Onboarding

Importing Clients
Navigation - My Admin 4 >> My Firm >> Clients >> 'Import Clients' button Refer to the link Click here to watch how to Impo...
Mon, 19 Jul, 2021 at 4:00 PM
A complete guide to Accounts Production
This article will provide a walkthrough of setting up the Accounts Production module and go over how you can use it to submit your annual accounts to Compan...
Tue, 10 Aug, 2021 at 2:00 PM
A complete guide to Corporation Tax
This article will give a walkthrough of how to create a set of corporation taxes and submit them to HMRC. You will also find instructions on how to reflect ...
Tue, 17 Aug, 2021 at 10:09 AM
A complete walkthrough of Bookkeeping
TABLE OF CONTENTS 1. Getting set up 1a. Setting up the company information and creating accounting periods 1b. Bringing forward opening balances  1c....
Wed, 8 Sep, 2021 at 12:58 PM
Importing Contacts (Client Contact)
Navigation - My Admin 4 >> My Firm >> Contacts >> 'Import Contact' button Refer to the link  Help/Guide Contacts can be i...
Fri, 21 Feb, 2020 at 11:53 AM
Complete Beginners Guide (All Modules)
This Article has been created to provide new Capium users with a guide on how best to start using Capium. Each section of this guide contains an article...
Thu, 5 Aug, 2021 at 3:21 PM
Complete Beginners Guide - Practice Management
This Article has been created to provide new Capium users with a guide on how best to start using Capium. Each section of this guide is comprised of art...
Mon, 26 Oct, 2020 at 1:22 PM
A complete walkthrough of Payroll
TABLE OF CONTENTS 1. Getting started 1a. Setting up general settings 1b. Adding employees 1c. Uploading the employee YTD  1d. Setting up a pension ...
Fri, 29 Oct, 2021 at 3:18 PM
How to Prepare a Self Assessment Return for Individuals-SA100
Click here to watch how to prepare a Self Assessment Return for Individuals Navigation - Self Assessment >> Client Dashboard >> +SA100&n...
Thu, 12 Aug, 2021 at 11:19 AM
A complete walkthrough of Self Assessment (SA800)
This article will cover how you can create and submit the SA800 to HMRC Video Tutorial: Click here to watch a walkthrough of Self Assessment (SA800)...
Tue, 17 Aug, 2021 at 11:02 AM