CRM · Entity management

Tax entities

Find and maintain Individual and Business entities connected to your customer records.

+ Add tax entity
Total entities
12
Across your scope
Active
9
Available for reporting work
Business
7
Company entities
Individual
5
Personal entities
Tax entity directory
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12 records
EntityTypeCustomerIdentifierRepresentativeOwnerStatusTasks
Northstar HoldingsENT-2201BusinessNorthstar Holdings•••• 4821Maya ChenSarah K.Active3View
Northstar Holdings Family TrustENT-2202IndividualNorthstar Holdings•••• 0914Jordan LeeSarah K.Active1View
Greenfield Retail Pty LtdENT-2198BusinessGreenfield Retail•••• 7740Daniel WongMichael R.Active2View
Acme Services GroupENT-2191BusinessAcme Services Group•••• 1186Priya ShahLina P.Needs review0View
Harbour & Co Super FundENT-2184IndividualHarbour & Co•••• 9062Oliver ReedSarah K.Archived0View
Brightpath Advisory Pty LtdENT-2179BusinessBrightpath Advisory•••• 3347Emma WilsonMichael R.Active4View
Coastal Property TrustENT-2174IndividualCoastal Property Group•••• 6428Noah BrownLina P.Active2View
Summit Logistics AustraliaENT-2168BusinessSummit Logistics•••• 5203Ava MartinSarah K.Active1View
Redwood Family TrustENT-2160IndividualRedwood Partners•••• 2876Lucas HarrisMichael R.Needs review1View
Bluegum Medical ServicesENT-2154BusinessBluegum Medical•••• 7351Sophie ClarkLina P.Active3View
Westbridge Consulting Pty LtdENT-2147BusinessWestbridge Consulting•••• 4109Ethan WalkerSarah K.Active2View
Taylor Investment TrustENT-2138IndividualTaylor Investments•••• 8635Grace TaylorMichael R.Active1View