Which tabs
For the AI Assistant, Loctax needs your group structure: your entities, who owns them, and who sits on their boards. So you only fill in tab 3a, the entity list, and tab 3b, the governance bodies. You can skip the obligation tabs, from tab 4 onwards.
Steps
On tab 3a, add one row per entity and fill in the red columns: the entity name, whether it's the top company, its country of incorporation, its main shareholder and the share it holds, and the financial year-end.
For the main shareholder, choose one of the entities in your list, and type its share: 100 for 100 percent. Enter the year-end as day and month, such as 31-12.
Add optional master data where you have it, such as the legal form or the business unit: the more you add, the richer the picture the AI Assistant can work with.
On tab 3b, add one row per person and governance body: choose the entity, the governance body and the role, and add the person's name.