Overview
Add tax-related information, such as locations and values for your legal entities, persons, or assets.
How to add tax ID
- Open the detail view, and go to “Addresses & Countries”. Under the section “Tax domicile” you can add the different IDs.
- The field “Tax ID” is a free text field; use it to specify the tax type you are adding (VAT, EIN, income tax, sales tax, etc)
- Blend in all the tax IDs across your structure with one click
How to add a tax value & supporting documents
- Go to the “Valuations” section of the detail view. Add your tax value(s) and make this information visible on the card.
- Uploading tax documents (K-1 forms, assessments): When adding or editing a tax value, you can attach the supporting document (such as a Schedule K-1, tax return, or tax assessment) directly to the valuation entry. Files attached here are automatically linked to the entity and filed in your Tax smart folder.
Displaying Tax Domicile on Structure Cards
You can toggle Tax Domicile on structure cards independently from the physical or registered Address, giving external viewers and advisors immediate clarity on tax jurisdictions.
