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
