Organisation details and their effective date

Organisation details are stored with an effective date. You can enter new details from the required date and view a version for another date. Accounting settings have a separate Save button.

What you need#

An existing legal entity and access to Organization and tax profile. Only the account owner can save changes: anyone else gets “Only the account owner can change the organization.”
Its name, registered address and tax IDs from its registration documents.
The date from which the details apply.

Do not choose tax identifiers or a legal form by analogy with another country. Check your registration documents or ask your accountant when unsure.

Select an entity and a date#

Open Organization and tax profile.
In Legal entity, select the required entity.
In On date, set the date for which you want to view its details.
Open the Details tab.

If you manage multiple entities, check the selected entity before editing. Read any warning about unsaved changes before switching.

Save organisation details#

In Valid from, set the start date of the version.
Enter the Legal name. Saving is unavailable without it.
Check the legal form field. If the country has a list of forms, choose from it; if a free-text field appears, do not invent a form key.
Enter the Legal address.
In Tax numbers, add the required key and number pairs with Add. Use identifiers from your country package. For a Russian organisation, INN, KPP, OGRN/OGRNIP and OKPO are separate fields with check-digit validation.
Remove any row added by mistake with Remove.
Select Save in the Details block and wait for Saved.

The viewing date selects the details to display. The effective-from date sets the start of a new version. They serve different purposes.

Check the saved version#

After saving, set the viewing date to the new version's start date.
Check the name, address and tax IDs.
If the entity has an earlier version, select an earlier date and compare the details.

Versions in the entity card do not mean that previously issued external documents have been reissued automatically. Check the required documents separately.

Accounting settings#

The separate Accounting settings block contains:

Field	Value
Jurisdiction	The entity's two-letter country code
Accounting currency	A three-letter accounting currency code
Fiscal year starts in month	A month number from 1 to 12, or no value

Change the required values and select Save in this block. Saving organisation details does not also save accounting settings.

Discuss the consequences with your accountant before changing an active entity's country or currency. A country field alone does not establish support for local tax reporting.

Limitations#

The registered address does not replace the location's map address.
Entering a tax ID does not register the entity with a tax authority or connect a fiscal service.
A country or currency code in the card does not establish support for national returns, electronic invoices or a corresponding payment integration.
Bank accounts, signatories and payroll payout settings are managed in Payroll → Companies.
This article explains data entry; it is not legal or tax advice.

Troubleshooting#

Save is unavailable. Enter a name and correct the highlighted errors. For a Russian organisation, Save stays unavailable while INN, KPP, OGRN or OKPO contains an error.

Old details appear after saving. Check the selected entity, the viewing date and the new version's effective date.

Saving failed. Read the message. If a colleague edited the details concurrently, refresh the card and compare values before retrying.

Frequently asked questions#

Can I save an address without changing accounting settings? Yes. Details and accounting settings save separately.

Does entering a country enable local accounting? No. Check availability of the accounting package and external services separately.

Where do I change the address for visitors? In the relevant location's settings, not the entity's registered address.