Adding an entity

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Adding an Entity to a Client is a simple process.

• Go to the Client’s page
• Click the “Add Entity” button

• The “Add an Entity” pop-up will appear.
• Give the Entity a name, select and Entity type, and add a due date for entity’s tax lodgement. (The dude date is not required to complete the process.)
• The new entity will be displayed in the left-hand column on the Client’s page