Goal: To add signatory in "Compilation Report"
Step 1: Create and Add Signature
Add signature for a practice with single owner
Adding a signature for a practice with multiple owners
Step 2: Update "Default Signatory" via Gear wheel > "Settings" > "Practice"
Step 3: Signature injected to ALL Financial Reports
FAQ:
Question: Is there a way to remove the Directors name from the signature line on the Compilation Report?
Solution:
This is how it works currently:
1. If there is no signatory, it will show the tax agent's trading name on the compilation report.
Note: Make sure to remove/delete the uploaded signature via "Human icon > Account > Signature)
2. If there is signatory, it will show the tax agent's name + signatory as a director.
Related Article: Sign a compilation report
3. Individuals (Gear wheel > Profile> Entity Type: Individual) don't have an option for signatory as they are signatories for themselves.
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