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Global Settings - Entity

Overview​

Entities represent distinct legal entities under an account, such as subsidiaries, branches, or separate legal entities. Each entity can operate in multiple jurisdictions. Entities are created in Salesforce and automatically sync to Abacus, where they form the basis for filing creation.

Entity Management in Abacus​

Accessing Entity Settings​

Navigation: Global Settings → Entity → Manage

Taxable Jurisdiction​

A Taxable Jurisdiction is a country or region where you have tax obligations. Abacus allows you to manage your compliance for multiple jurisdictions. Each jurisdiction has its own set of tax rules, and Abacus is configured to handle these different requirements.

Jurisdictions can be organized in a hierarchical structure. For example, a state can be a child of a country. This allows for accurate modeling of complex tax regimes, such as those in federal countries.

Entity Structure​

Entity
  ├── Registration 1 (e.g., DE VAT Registration)
  │   ├── Filing Type 1 (Monthly VAT Return)
  │   └── Filing Type 2 (Monthly Intrastat)
  └── Registration 2 (e.g., FR VAT Registration)
      └── Filing Type 1 (Quarterly VAT Return)

Entity Creation​

Important: Entities are created in Salesforce and automatically sync to Abacus. Users cannot create entities directly in Abacus.

Entity Lifecycle​

Entity Activation​

  1. Created in Salesforce (see Account Setup)
  2. Syncs to Abacus
  3. Registrations added on Salesforce
  4. Filing types configured
  5. Filings auto-generated and appear in My Compliance

Entity Changes​

  • Update in Salesforce first
  • Changes sync to Abacus
  • Review filing impacts in Filings
  • Adjust configurations

Entity Deactivation​

  1. Set end dates on filing types
  2. Complete final filings
  3. Archive documents
  4. Remove user access
  5. Mark entity inactive

1. Registrations​

Once a entity jurisdiction is successfully created then registrations are required. Registrations are created and managed in Salesforce and automatically sync to Abacus. This includes the status of the registration as it moves through the registration process. Deregistrations are also handled through Salesforce.

Abacus has the following data:

  • VAT Registration Number: The official VAT ID
  • Registration Date: When registration became effective
  • Registration Type:
    • Standard VAT
    • OSS (One-Stop-Shop)
    • IOSS (Import One-Stop-Shop)
    • Domestic Reverse Charge
  • Entity Jurisdiction: Link to country/jurisdiction (created in Salesforce, see Account Setup)
  • Tax Authority Details: Local tax office information
  • Special Schemes: Any applicable special rules

Why Registrations Matter​

Once all the registrations are active it time to start to create Obligations (Registration Filing Types). Abacus's role is to create the associated obligations (Registration Filing Types) based on the registration details from Salesforce, and subsequently generate the filings.

2. User Roles (Entity Level)​

Managing Entity Users​

Navigation: Global Settings → Entity → User Roles

Adding Users​

  1. Click "Add User Role"
  2. Select user email
  3. Choose access level:
    • Entity: All jurisdictions
    • Jurisdiction: Specific country only
  4. Assign role type
  5. Save

Entity-Level Permissions​

Users can: