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Financial Statements - Entity Information

In Financials, you use the Entity Information tab to define the key default information for the financial statements. This includes the type of engagement and the key reporting information.

When you open a client file for the first time, this is the tab on the that automatically first appears. This information only needs to be set on the initial creation of the financial statements. The options selected in the Entity Information tab will initiate the insertion of statement and note formats that meet your reporting requirements.

This online help system applies to all Financials products. Not all features are available in all products.