Organisation and entity setup

Create an organisation

Modified on Tue, 18 Mar at 12:26 PM
Find and access entities

Modified on Wed, 11 Jun at 6:59 AM
Add entities to your organisation

Modified on Thu, 12 Jun at 4:03 PM
Add or edit an entity’s details

Modified on Mon, 19 May at 6:16 PM
Add groups, contacts and user roles to entities

Modified on Fri, 7 Mar at 9:55 AM
Create a Consolidated Tax Group

Modified on Fri, 14 Mar at 2:13 PM
Create a consolidated financial statements group

Modified on Mon, 24 Feb at 4:30 PM
Set up email sending

Modified on Thu, 12 Jun at 4:15 PM
Branded and customised E-file transcripts

Modified on Mon, 3 Feb at 4:13 PM