Onboarding with the data onboarding template
Learn how to fill in the Loctax data onboarding template, tab by tab, and what to check before you send it back.
By Jelle1 author8 articles
- Get to know the data onboarding template: tabs, required fields and drop-downs
- Fill in the entity list
- Fill in governance bodies, directors and signatory rights
- Fill in VAT and GST registrations, including VAT groups
- Fill in US and Canadian indirect taxes and US state income tax
- Fill in Pillar Two, withholding tax, excise and other obligations
- Check the template before you send it back
- Onboarding for AI Assistant customers: only the entity list and governance bodies