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Add a tax reporting unit (Legal Entities)
This article covers: Add a tax reporting unit.
Before you start
- Access. Changing records here needs permissions of this area (LegalEntity.Create, LegalEntity.Update, LegalEntity.Deactivate). Roles that include them: Organization Administrator. Ask your administrator if you do not have one of these roles.
Steps
Open Organization > Legal Entities.
Select Add a tax reporting unit.
In the window Tax Units fill in the fields below.
| Field | Required | What it means and what to enter |
|---|---|---|
| Code | Yes | A short, unique code that identifies the record. |
| Name | Yes | The name people see for the record. |
| Tax ID | No | The official number from your registration papers. |
| Tax authority | No | Type the tax authority. |
| Address | No | Part of the postal address. |
| City | No | Part of the postal address. |
| State / province | No | Part of the postal address. |
| Postal code | No | A short, unique code that identifies the record. |
| Country | No | The country. |
| Status | No | Whether the record is in use. Choose one: Active, Inactive. |
| Notes | No | Free text for your own notes. |
- Select Save.
The window closes and the table shows the result.
TIP
A star after a field name means the screen requires it.
If something does not work
- The button "Add a tax reporting unit" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.