Add tax entity

Capture the approved legal identity and maintain its Customer and Representative relationships.

Entity identity

Identifiers are deliberately masked in this UI preview.

New record

Entity type

BusinessCompany or trading entityIndividualPerson or personal entity

Legal name *

Trading name

Primary identifier

Status

Relationships

Link the entity to existing CRM records.

Customer

Primary representative

Preview only. Relationship changes are shown locally and are not saved.

Validation guidance

Accounting Template blueprint