Create Legal Entities, Registrations, and

Reporting Units
Define a legal entity for each registered company or other entity recognized in law for
which you want to record assets, liabilities, and income, pay transaction taxes, or
perform intercompany trading.

Legal Entity
Create a legal entity by following these steps:

1. Navigator > Setup and Maintenance > Manage Legal Entity > Go to Task.
2. Accept the default Country, United States.
3. Enter Name, InFusion USA West.
4. Enter Legal Entity Identifier, US0033.
5. Optionally enter Start Date. When the start date is blank the legal entity is
effective from the creation date.
6. Optionally enter an End Date.
7. Optionally, if your legal entity should be registered to report payroll tax and
social insurance, select the Payroll statutory unit check box.
8. Optionally, if your legal entity has employees, select the Legal employer check
box.
9. Optionally, if this legal entity is not a payroll statutory unit, select an existing
payroll statutory unit to report payroll tax and social instance on behalf of this
legal entity.
10. Enter the Registration Information
11. Accept the default Identifying Jurisdiction, United States Income Tax.
12. Search for and select a Legal Address, 500 Oracle Parkway, Redwood Shores, CA
94065.
The legal address must have been entered previously using the Manage Legal
Address task.
13. OK.
14. Optionally enter a Place of Registration.
15. Enter the EIN or TIN.
16. Enter the Legal Reporting Unit Registration Number.
17. Save and Close.
18. Navigator > Setup and Maintenance > Define Legal Entries > Manage Legal
Entity > Select to set scope.
19. Select the Manage Legal Entity.
20. In the *Legal Entity list, select Select and Add.
21. Click Apply and Go to Task.
22. Select your legal entity.
23. Save and Close.
This sets the scope for your task list to the selected legal entity.
24. Save and Close.