GLOBAL ENTITY MANAGER ™
Planitax Global Entity Manager enables companies to manage complete,
accurate records of their legal entity structure and related tax attributes.
Global Entity Manager is ideal for companies that:
- Have difficulty tracking historical entity information
- Have a significant number of mergers, acquisitions, and dispositions
- Have difficulty retrieving important entity information and documents
- Have difficulty ensuring that all necessary entity documents have
been received and reviewed
- Need to share entity information across multiple departments within
the organization
- Need to establish and maintain internal controls related to entity
data and transactions
Track More Comprehensive Information
Global Entity Manager tracks comprehensive entity attributes,
including governance information, M&A activity, tax jurisdictions,
and tax attributes such as NOLs and credits for all types of entities.
Access to this level of information provides users with important details
and insights into the transactions that led to the current organization
structure.
View Organization Structure Graphically
Global Entity Manager provides a powerful tool for viewing and
navigating organization structure. Entity data is automatically represented
in a graphical format delivering a much more informative view of corporate
hierarchy, entity ownership and relationships, and other critical attributes.
This feature greatly improves insight and context by automatically providing
users with an intuitive and visual representation of their corporate structure.
Improve Accuracy and Controls
Global Entity Manager improves accuracy and controls by storing
entity information in a central repository and providing access only to
authorized users. Controls are further enhanced through audit trails that
track user actions such as modifications to specific records. Finally,
effectivity dates provide a snapshot of the entire corporation at any
given date, ensuring that any of your filings for a specific tax period
accurately reflect the state of the organization relative to the filing
timeframe. All of this enables you to reduce the risk of making costly
compliance errors due to inaccurate information.
Improved Access to Important Entity Documents
Global Entity Manager utilizes the complete document management
capabilities delivered through the integrated File Manager module. Critical
tax and legal documents such as articles of incorporation, corporate minutes,
board resolutions, bylaws, registered agents, tax filings, and financial
statements can be stored in the Planitax File Manager and easily linked
to specific entities. You can save substantial time by quickly and easily
being able to locate important entity documents based on those documents’
attributes or content.
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