Add entities

On the
Entities
menu bar, select
Add Entity
.
Enter the
Entity Information
.
In the
Return Information
section, select the
Entity Type
from the dropdown.
Select the
Return Type
from the dropdown.
note
1120, 1120L, and 1120PC are the only valid return types for international processing.
Select an
International Filing Type
, if this is an international entity.
Foreign Tax Credit - Domestic entities with foreign source income or foreign operations. This is the only option for Top Consolidation entities.
Foreign Entity - Foreign corporations, controlled foreign corporations, foreign partnerships, and branches of foreign corporations.
Selecting an entity’s filing type is permanent.
Select the
Source of Data for the Tax Return
.
Select the
Level of Consolidation/Elimination
, if applicable.
For international entities, complete the Company Information. The company number is required when you want to batch import or process international returns.
In the
Fiscal Year
section, select the beginning and ending date for the entity.
In the
Incorporation
section, select the
Date
of Incorporation and the
State
.
Select
Save
.

Edit entities

To change entity information, select the entity.
Select the
Properties
icon.
To rename an entity, select the entity.
On the side menu, select
Rename
.
Enter the new name.