Tax Residencies

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The tax residency section allows the assignment of a country of residence to an entity for tax purposes. Tax residencies can be assigned to an entity in the Entity Wizard > Entity Details > Tax Residencies. By double-clicking or using the arrow buttons, countries can be assigned/ unassigned to an entity.

 

Tax Residency1

 

 

The security for this section can be set in Settings > Security > System Security > Clients > Tax Residency. Here, authorised users can assign security groups to the following options:

 

 

Tax Residency - Assign/ Unassign

Users that are assigned to this security group can view, assign and modify the tax residencies of entities.

 

Tax Residency - View

Users that are assigned to this security group can only view the tax residencies of entities, they won't have the authority to assign or modify existing entries.

 

Tax Residency2