To manually add entities, complete the following steps:
Open TaxPlan.
Click Start new or Load to navigate to the desired file.
You should be on the Tax details tab.
To manually add a client entity, select Manually beneath the Add entities heading.
Enter the entity name in the space provided, select the entity type from the dropdown list, and click Add Entity.
Repeat steps 4 and 5 to add any necessary entities or individuals.
Every time you add another entity or individual, TaxPlan adds it to the end of the column list.
Note: To increase your screen space, click the Menu option at the top left of the screen to expand the view.