Create an Entity

Modified on Tue, 27 Feb 2024 at 11:30 AM

Create a Single Entity

  1. On the Home page, click the Create Entity button.
  2. Select the relevant Country.
  3. Select the relevant Entity type.
  4. Enter the entity’s name (the legal name; the name that should be on the tax return).
  5. Optional: Enter the entity’s tax file number.
  6. Click Confirm.

Bulk Create Entities

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

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