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Remove entity data

To remove unwanted data, you can reverse the process used to load your data into the system by following these steps:
  1. In the system, go to
    CbC Tables
    , and then
    Map Entities
    .
  2. Select
    Refresh
     and save the data extractor.
  3. Next go to
    CbC Tables
    ,
    Import Entity Chart
    , select the entity, and then
    Import
    .
  4. Select
    Refresh Entity Data
     to completely remove it from the scenario.
  5. Now go to
    Transactions
     and remove any payments and receipts for this entity.
  6. Lastly, go to
    Entity Data
    ,
    General
    , select the entity, and then
    Delete
    .
    note
    Our recommendation is to delete the entity from the input screen. If exporting entity data, be sure to remove it from all worksheets (General Ownership, IN, Address). Pay particular attention to connecting any of the deleted entity's child entities to another owner.

This article applies to:

  • Product: BEPS Action Manager