Add entities to an organisation

Overview

In TaxLab, entities represent the clients or IRD numbers managed by an organisation. Add entities to an organisation by importing them through a tax integration, bulk excel import, or by creating them directly in the software.

Entity types

TaxLab supports a range of entity types, including consolidated groups:

• Companies
• Individuals
• Non-resident insurers
• Trusts
• Partnerships
• Maori authorities
• Clubs and societies
• Look-through companies
• Consolidated tax groups

Add or import entities

There are three methods to add entities to an organisation. 

• Single entity creation (recommended for organisations that are not a tax agent).
  
• Retrieve clients from Inland Revenue (only available for organisations that are tax agents).
• Bulk import entities via Excel (for large organisations that are not a tax agent, and have a significant number of entities).

Create a single entity

1. From the TaxLab home screen > select Create Entity.
2. Select the relevant Country and Entity type.
   
3. Enter the Entity name which is the legal  name to be used in the tax return.
4. Enter the entity’s IRD number.
5. Select Confirm.

The software will automatically populate additional entity information with defaults (such as the extension of time status, provisional tax method and GST frequency), and these will need to be checked. Learn more about editing entity details.

Connect entities to Inland Revenue

If you haven't used retrieve clients to create your entities, you will need to link them to an IR integration so that the system can retrieve IR data and enable return filing. This enables e-filing and, for tax agents, the retrieval of tax payment transactions.

1. From the TaxLab home screen, in the navigation bar select Administration >under System, select Integrations. 
2. Select the name of your IR integration. 
3. Select Add taxpayers.
4. A list will display of all entities that have been created with IRD numbers, that are not yet linked to a record from Inland Revenue 
5. Select the checkbox next to an entity to add to the IR integration.
6. Select Confirm. The selected entities will appear and data will import overnight (if available). 

If the system is unable to match the IRD number in TaxLab to a corresponding entity on the IR integration, the last processed date will continue to display as Never.

Archive, restore or delete an entity

When you archive an entity, it will display in your list of archived entities, where you can open it and view its details, and restore it if required. When you delete an entity, it is removed from the system, permanently.

Archive or delete an entity

1. From the TaxLab home screen, select the name of the entity.
2. From the Details tab, select the Edit button.
3. From the Settings window, select one of these options:
   • Select the Archive button to archive an entity
   • Select the arrow next to the Archive button, then select Delete to delete an entity

Restore an archived entity

1. From the TaxLab home screen, on the left hand navigation panel, select Archived under the STATUS heading.
2. Select the name of the entity.
3. From the Details tab, select the Edit button.
4. Select the Restore button.

What’s next?

Now you can begin adding users to your organisation and allocating access to entities.

Related articles

Add or edit an entity's details

Set up an Inland Revenue integration