Add a legal entity
If your company or part of your company collects and reports sales and use tax separately from the organization already set up in Sales Tax Filing, you can add it as a new legal entity.
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You need a new OU Code to add a legal entity. Open a ticket on the Sovos Portal to request one from our Support team.
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You must have one of the following user roles:
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Admin
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Team Lead
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MS User
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- Go to and click Add.
- In the Legal Entity Information section, enter the required information and any optional information you want to include.
- In the Contact Information section, enter the required information and any optional information you want to include.
- In the Holding section, select a holding preference.
- Fill in the fields in the Signee and Signature and Payment sections.
- Click Save.