Filling in the template
The template tab by tab, the AI Assistant-only version, and a final check.
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