Get entities into TaxLab

Modified on Mon, 25 Mar 2024 at 08:44 AM

In TaxLab, entities refer to your clients or taxpayers. They are the focal point of your tax management activities. 
Once you have added an entity in TaxLab you will have the option to add either an income tax or fringe benefit tax subscription depending on what you require. 

There are three streamlined methods to seamlessly add your entities into TaxLab, offering flexibility and efficiency: manual entry, bulk upload, and the integration with Inland Revenue (IR).

Manually add an entity

  1. On the Home page, click the Create Entity button.
  2. Select the relevant Country and Entity type.
  3. Enter the entities legal name, the name to be used in the tax return.
  4. Optional: Enter the entity’s tax file number.
  5. Click Confirm.

Bulk upload from Excel

If you would like to create entities or import entity details in bulk, please contact us.

Import from Inland Revenue

Please note: This method is only recommended for entities requiring an income tax subscription. You will need to have already connected your account to IR.

Only the user who has configured the IR connection is authorised to import entities in this manner. If you wish to leverage this capability, please contact us for assistance.

Add a subscription to an entity

Once you have created an entity in TaxLab, you can add an income tax or fringe benefit tax subscription to the entity. For details on pricing, please see our website, TaxLab Pricing. 

  1. On your Home page click the name of the entity
  2. Click the Income tax or Fringe benefit tax tab, as required.
  3. Click Add subscription.
  4. Ensure the entity type is correct.
  5. Select the return period you want to start with in TaxLab.
  6. Click Confirm.

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