Managing Entities

Manage receipts across personal and business entities.

Coming Soon

Multi-entity support is on the way

This feature is planned for Phase 1 and is not yet available.

What are entities?

An entity represents a tax identity — for example, your personal tax return or a Pty Ltd company. If you're a sole trader, you might have just one entity. If you run a company, you might have both a personal entity and a company entity.

What's planned

  • • Create and manage multiple entities
  • • Assign receipts to the correct entity
  • • Separate summaries and share links per entity
  • • AI-assisted entity routing for forwarded receipts