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This article applies to:

  • Product: ONESOURCE Indirect Tax,ONESOURCE Indirect Tax Compliance
  • Sub-Product: Entity Manager

Manage entities

You can create and delete entities. You can even add or remove entities from a group.

Create entities

  1. Go to
    Configuration
    , then select
    Entity Manager
    .
  2. Complete the fields in the blank row following the heading in the table. You can also use selectors to open a list that you can filter and sort. Required fields include:
    • Name – Enter the long name of the entity you want to create.
    • Short Name – Enter the short name of the entity you want to create, which can be the same as
      Name
      .
    • Jurisdiction – Select a specific jurisdiction for your entity. If this entity will be used for One-Stop Shopping returns, select
      OSS
      .
  3. To save, select
    ENTER
    on your keyboard. Your new entry gets placed in alphabetical order in the table.

Delete entities

  1. To delete an entity, select the checkbox to the left of the
    Name
     field. This selects the entity.
  2. Select
    Delete
    .
  3. Make sure the deletion when prompted with the following:
    Do you want to delete the selected entity?
    .

Add entities to a group

  1. To create a group, select the checkbox to the left of the
    Name
     field. This selects the entity.
  2. Select
    Add to Group
    . This adds the entity to the tree view in the right pane.
  3. To create a group of this entity, select it in the right pane, then select the checkbox of the entity you want to become a child from the table.
  4. Select
    Add to Group
    .
  5. Select
    Save
    .
  6. Refresh to see the newly created group structure.

Remove entities from a group

  1. To remove an entity, select the entity in the tree view.
  2. Then select
    Remove from Group
    . This selects the entity from the tree view on the right window pane.
  3. Select
    Save
    .
  4. Refresh to make sure the entity was removed.

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