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Find a legal entity and view its master data

Learn how to find a legal entity in Loctax and take a quick tour of its overview and the pages behind it, from master data to legal data.

Written by Yuliya Chakhovich

Steps

  1. In the sidebar, under Organization, select Entities. You see every legal entity you have access to.

  2. Search by name or country, and open the entity.

  3. Use the entity page for the overview: its obligations grouped by tax, such as corporate tax, transfer pricing and VAT, each with its registrations. You also see entity information, such as the country and company address, and the entity's open tasks and recent notes.

  4. Open the pages behind the entity for the details.

What you find on each page

  • Master and financial data: the legal form, registration numbers, entity status and financial year data.

  • Legal data: the responsible people, shareholders and subsidiaries, and governance bodies.

  • TaxOps: the key tax facts of the entity's country for the year you choose, such as the corporate tax rate, VAT rates and withholding tax rates.

  • Rulings: the entity's tax rulings.

  • Confidential documents: sensitive files, for the people who were given access.

What you can see depends on your role and the entities you have access to.

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