How to Sign Up as a Sole Trader
During the self sign-up process with individual onboarding, users receive clear instructions on attaining verification status after submitting all the required details via the Synkli App. Let’s take a closer look:
- Step 1: Download the Synkli App on your device.
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- Step 2: Access the login screen and find the ‘Create Account’ option at the bottom.
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- Step 3: Tap ‘Create Account’ to start the registration process. Enter your personal information, and click the ‘Sign Up’ button.
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- Step 4:
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- Email Verification: An email will be sent to the user’s email address provided during registration. Find the six-digit verification code and enter it in the app to complete the verification step.
- Phone Verification: After email verification, a message will be sent to the user’s provided phone number. Find the six-digit verification code and enter it in the app to complete the phone verification step.
- Step 5: A ‘Registration Successful’ screen will appear. Click, continue. Now, the user will be asked to choose an accountant first.
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- Step 6:
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- Once you select your preferred accountant, the user will be directed to the ‘select the purpose of your visit today’ screen.
- Once you select your preferred accountant, the user will be directed to the ‘select the purpose of your visit today’ screen.
- Step 7: Upon selecting the ‘sole trade tax return’, the user will be directed to a new screen requiring the user’s information; click ‘Continue’.
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- Step 8: A registration form will open, and the user will carefully read and fill out all the fields.
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- Step 9: Your profile is all set. Welcome to your dashboard. Now, you can click the menu icon to view your profile, where you can review and edit all your profile information.
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- Step 10: Your profile is all set. Welcome to your dashboard. Now, you can click the menu icon to view your profile, where you can review and edit all your profile information.
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