TaxSiddhi

TaxSiddhi

Active Workspace

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Dashboard Clients Compliances Tasks My Tasks My Reviews My Expenses Reimbursements To Do Leads Quotations Proposals Invoices Receipts DSC Attendance Worksheet

System

Reports Employees Leave Requests Services Master Forms Client Form Subscriptions Checklist Rate Cards Banks Due Dates Tools Categories Entity Types Client Sources Lead Sources Workspaces Admins

👤 Admin

System Setup

Entity Types

Manage the "Type of Entity" options offered when adding a client.

Value (stored)	Display Label	Actions
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Add Entity Type

Value (stored on client records) * Changing this on an existing entry won't update clients already saved with the old value.

Display Label *