Loctax

The filing entity is the member that files the return for the whole group. For a consolidated return, Loctax creates the workflow tasks and data for the filing entity only. So when another member takes over the filing, for example after a restructuring, update the consolidation.

Open the obligation of one of the members.

Under Tax consolidation, check the consolidation's name, location, return type and members. The filing entity is listed first, in bold.

Select the pencil next to Tax consolidation.

Under Filing member, choose the new filing entity, and select Save.

1. Open the obligation of one of the members.
2. Under Tax consolidation, check the consolidation's name, location, return type and members. The filing entity is listed first, in bold.
3. Select the pencil next to Tax consolidation.
4. Under Filing member, choose the new filing entity, and select Save.

Return type sets whether the group files one consolidated return, or a separate return for each entity.

The change shows on the obligation of every member.

- Return type sets whether the group files one consolidated return, or a separate return for each entity.
- The change shows on the obligation of every member.

<a href="https://help.loctax.com/en/articles/18330298-add-a-consolidated-tax-obligation-tax-group">Add a consolidated tax obligation (tax group)</a>

<a href="https://help.loctax.com/en/articles/18330299-review-and-update-a-configured-obligation">Review and update a configured obligation</a>

- <a href="https://help.loctax.com/en/articles/18330298-add-a-consolidated-tax-obligation-tax-group">Add a consolidated tax obligation (tax group)</a>
- <a href="https://help.loctax.com/en/articles/18330299-review-and-update-a-configured-obligation">Review and update a configured obligation</a>

Learn how to change the filing entity of a tax consolidation or VAT group after its obligations have been set up.

Change the filing entity of a tax consolidation or VAT group

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Change the filing entity of a tax consolidation or VAT group

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