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Working with SovosIndirect TaxTax and Regulatory ReportingTrust ServicesSovos Glossary

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Tax and Regulatory Reporting

Add and Manage Properties

Add additional owners to properties

Note:

You can also import additional owners with the import template. Read about bulk importing properties for more details.

  1. On the Property details page, scroll down and click Add an additional owner.
    The Add an additional owner button is highlighted.
  2. Expand the Additional owner details section and enter the owner's information. View more fields by clicking the Show... options.
    Read the descriptions of all owner details fields.
    Note:

    A relationship code is required when reporting. Select an option from the dropdown that identifies the relationship between the additional owner and the property. You can find a list of state-specific relationship codes on the By State/Province tab of the Compliance Resources page.

  3. Click Save.
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Last updated: March 31, 2026

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