Planit:Add Corporation

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PlanPlus Planit User Guide Table of Contents


Selecting the "Add Corporation" link is basically the same as the Add Client function, other than the fact that there are a few minor differences in the data fields you'll see on the screens. For example, on the Personal Information screen, instead of First and Last Name for the client, a field for the business name would be presented.

TIP: When adding a corporation into Planit you only have the IPS level data entry.

File:corporationadd.jpg

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