Loctax

Yuliya Chakhovich

Learn how to add and maintain your legal entities, their master, ownership and legal data, documents and labels.

Managing legal entities and organisational information

Learn how to add a legal entity to Loctax and complete its key information.

Add a legal entity and complete its key information

Learn how to update an entity's data, from identifiers and financial figures to legal information.

Update an entity's data in Master and financial data and Legal data

Learn how to check an entity's financial year-end, update it and set up an irregular financial year.

Check and update an entity's financial year-end

Learn how to go through an entity's information and spot the fields that are still missing.

Review entity information for completeness

Learn how to change an entity's status, for example when it's liquidated.

Change an entity's status, for example to liquidated

Add entities and keep their core data, financial year-end and status up to date.

Entity basics

Learn how to keep an entity's share data and shareholders up to date, including a change of ownership.

Keep an entity's ownership up to date, including a change of ownership

Learn how to record an entity's governance bodies, such as its board of directors, and who can sign for it.

Record governance bodies, directors and signatory rights

Learn how to keep an entity's corporate housekeeping, such as meetings, mandates and registers, up to date.

Keep corporate housekeeping up to date

Record shareholders, governance bodies and corporate housekeeping.

Ownership and governance

Learn how to keep an entity's shareholder and board documents together in its legal data.

Keep shareholder and board documents in one place

Learn how to keep highly sensitive entity documents in a confidential folder that only a few people can see.

Keep sensitive documents in a confidential folder

Learn how to set up an entity's transfer pricing documentation, link documents to entities and track renewals.

Set up and manage transfer pricing documentation

Keep shareholder, board, confidential and transfer pricing documents in the right place.

Documents

Learn what business units do in Loctax and how to assign an entity to one.

The functions of business units in Loctax

Learn how to create labels, use them on entities, obligations and documents, and filter on them.

Create and use labels to organize entities, obligations and documents

Group and tag your entities with business units and labels.

Organizing your group

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