Master and financial data
Open Entities, select the entity and open Master and financial data.
Master data holds the entity's core details: its name, country, legal form, registered address, and identifiers such as the registration number, the tax identification number and the legal entity identifier. Other data and the financial year data follow below.
To change any of them, select the pencil next to the section, update the fields and save.
Where a field supports it, upload the supporting document next to the value.
Legal data
Legal data works the same way: shareholder data, shareholders and governance bodies each have their own section, with their own pencil or Add button.
Tax registrations
Registrations for a specific tax, such as a VAT number, are kept with the obligation. On the entity page, open the registration under the obligation. It shows the type, the location, the registration number, its status and the registration date.