DIGITA RELEASE BULLETIN - PERSONAL, BUSINESS AND TRUST TAX 24.1 UPDATE

We are pleased to announce the release of Digita Personal Tax 24.1 (Build 18828).

This update includes the following:

• Dividend data feed 2023/24.
• P11D form
• Update to ensure that overlap relief is not affected in years prior to 2023/24.
• Correction to the minimum annual exemption available to trusts.
• Various bug fixes.

For further information on the new features please open the Digita Personal, Business and Trust Tax software and select Help | What's New.

Download

The latest release can be downloaded by clicking here: Digita Personal, Business and Trust Tax 24.1 18828.

Future Updates

The next update will incorporate the additional elements needed for the 2023/24 basis period adjustments, specifically focusing on modifications related to partnerships and notional business profits, we expect this to be released in July.

There have been changes concerning the traditional SA1 forms used for registering clients for Self-Assessment. This year, HMRC did not issue an updated version of the form and has announced that they will no longer supply SA1 forms to software developers in the future. They, instead, recommend using the online form available on their website. Given that the SA1 form will no longer be applicable, we plan to exclude it from a future release.

Applying the Update

When installing the update, if needed, the installation guide can be found here. Please ensure you backup your database using the Digita Database Backup tool before applying the update.

• For standalone installations: download and apply the update on the workstation where Digita Personal, Business and Trust Tax is installed.
• For network server and peer-to-peer installations: download and apply the update on the machine which is acting as the server. Once the server has been upgraded, the Auto-Node update process will automatically apply the update to each workstation (node) the next time the user logs into the software.

To verify that the update has taken effect, open the Digita Personal, Business and Trust Tax software and select Help | About Digita Personal, Business and Trust Tax. The dialog should show version 24.1 (Build 18828).

Digita Virtual Office

A separate email will be sent to Digita Virtual Office (DVO) users to confirm upgrade details in due course.

Distribution

This bulletin has been sent to the Personal, Business and Trust Tax Newswire contact(s) in your firm. Please forward to Personal, Business and Trust Tax users as appropriate. If you would like to add or remove contacts from the bulletin distribution list, please provide details using this link.