Clients and Entities have an important relationship in TaxFlow. For one Client you can have many Entities, for example you could have a client with an individual entity, business entity, trust entity and more. This is depicted in the picture below.



When adding Clients you'll want to also add all of the different tax entities they'll be filing returns for. The image below reflects how you would model this Client-Entity relationship in TaxFlow.




When you add Returns you'll select the Client for the Return and then select the Entity, see Creating a Tax Return.