Start in the client's Evaluation. Corporate Chart may be unavailable with Core access. Follow only the Preliminary labels, sections, and fields shown in the client's workspace. Do not assume the same options are available for every client.
Corporation
Open the applicable Evaluation.
In Preliminary, find Share/Company and select Private Corporation when shown.
Open Corporations in the Evaluation navigation.
Complete the visible fields from the client's current records.
Use a save control when shown.
Family trust
In Preliminary, find Trusts / Loans.
Select Beneficiary / Trustee of Inter-Vivos Family Trust when shown.
Open Family Trusts in the Evaluation navigation.
Complete the visible fields from the client's current records.
Use a save control when shown.
If an expected section is unavailable, contact Planworth Support with the workspace, client, Core or Pro access, Preliminary labels shown, and visible result.