Assisted setup

less than a minute

Assisted setup

The Assisted Setup wizard will guide you througt the initial configuration of Pryme CIS/RCT. It will help you to set up tax rates, posting groups, and general ledger g/l accounts. It helps you to ensure that key tax-related settings are correctly configured, enabling companies to comply with regulations and automate the withholding tax process. In addition, it offers you the option to configure online submission to HMRC, providing a complete solution for managing CIS/RCT tax requirements.

Choose the 🔍 icon and enter Assisted Setup.
Choose Set up CIS/RCT and complete the steps.

After the assisted setup is run, you need to do some additional setup:

Choose the 🔍 icon, enter CIS/RCT Setup, choose the related link.
Set up the HMRC Data.
Set up the CIS/RCT Tax periods.
Configure your vendors.
Set up CIS/RCT product posting group for items, resources, fixed asset, and g/l accounts.

Tip

You can use the CIS/RCT Setup guide only if you have created a My Company and haven’t posted transactions for CIS/RCT or set up CIS/RCT posting groups on vendors, items, resources, fixed assets, or g/l accounts.