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

      Manually add Entities or Client Groups to TaxPlan

      Without XPM here's how to manually set up client entities and groups

      Adding entities manually

      1. Open TaxPlan and navigate to the green Tax Info tab
      2. To manually add a client entity, simply type the client name into the Add Entity Manually field and then select the Entity Type and select from the dropdown options
      3. Click Add and a column of data will appear below for that entity.

      Repeat steps 1-3 above to keep adding any required entities.

      Every time you add another entity or individual, TaxPlan adds it to the end of the column list.

      To give you more screen room, click the green menu icon top left of the screen and the view expands.

      You can as many entities and individuals as you need — to view each entity’s column simply scroll across the screen as you would in a spreadsheet.