Depending on your subscription package you can create additional Entities to organize your life and business.


Step 1. To create a new Entity, click the “+ Create/View/Modify Entity” button on the top right of the screen.



Step 2. Click the “Create New Entity” button.



Step 3. Add a name to your new Entity then select the Entity Type (Sole Proprietorship, Limited Liability Corporation,Person, Partnership, Corporation, Cooperative, Charitable Foundation, Family Trust, etc.).


Step 4. Assign a color to your new Entity.


Step 5. Fill in the information in the Entity summary form if necessary, then click “Save”.



Step 6. A pop up will confirm “Entity information saved successfully”, Click “OK”.