The Legal Org. Chart (LOC) is one of the most powerful and valuable features available to users in Loctax. Historically, tax teams may receive their legal org. chart in PDF form twice yearly and in often cases, it is immediately out of date!
In just a couple of clicks in Loctax you can firstly visualise your organisation structure (based on your preferences) and access data that was previously difficult to source. The Legal Org. Chart in Loctax is designed to be a real-time, contemporaneous record of your group structure. The Legal Org. Chart also serves as a gateway to access the structured data model in Loctax.
The video below outlines how you can make the most from your LOC in Loctax.
💡Top tips for using the Loctax legal org. chart (LOC):
Use filters to visualise your legal org. chart in a more granular fashion. View entities in a particular country or by different business units.
Use the selector to visualise your group by shareholder hierarchy or VAT groups.
Overlay key data points onto the LOC by using the 'datapoint' selector at the top.
Export your legal org. chart to PDF (note you can export filtered views too).
Search for an entity using the search bar.
Pin key data points to the sidebar when you click on any entity.
Annotating and editing a canvas version of your LOC: