Add and Manage Client Group Entities
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      3. Add and Manage Client Group Entities

      Changing the Display Order of Entities

      How to change the display order of the entities in the TaxPlan data entry screen.

      When working on a client group in TaxPlan you’ll typically see a company, a trust, individuals and possibly a self-managed super fund.

      Each entity column can be reordered:

      • use the arrows ◀️ ▶️ in the entity tabs to move columns right and left

      This is the order the columns will display in the reports you print from TaxPlan Plus.

      Viewing more data

      • If you have more than five entities, simply scroll backwards and forwards by putting your cursor on the screen to roll backwards and forwards with your mouse button
      • Alternatively go to the right-hand side of the screen and scroll up and down with your cursor
      • At the bottom of the screen there’s also a scroll bar you can slide backwards and forwards

      TIP: If you’re working at the bottom of the screen but the entity names are at the top, hover over any column to prompt the name and type of entity or individual in a small display box (top right).