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Fill in the entity list

Learn how to fill in the entity list, tab 3a of the Loctax data onboarding template.

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Written by Jelle Loos

Mandatory columns

  • Entity name: the full name of the entity, once per entity.

  • Top Co?: Yes for the ultimate parent of your group, No for every other entity. Only one entity is the top company.

  • Country of incorporation: choose it from the list.

  • Name of main internal shareholder: the entity that holds most of the shares, chosen from the entities in your list. Leave it blank for the top company.

  • Main internal shareholder % participation: type 100 for 100 percent.

  • Financial Year-end: day and month, such as 31-12.

Optional master data

  • The registered address, the legal form (chosen from the list for the entity's country), registration and tax numbers, and the functional currency.

  • The entity status and type, the business unit, a color for the organization chart, and financial data such as turnover and profit before tax for the previous financial year.

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