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Review directors and shareholders

Find related-party records and inspect their roles, ownership and status.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Use Directors & shareholders in Settings to review the people recorded for the company.

  1. Open Settings, then Directors & shareholders.
  2. Search for the person you need.
  3. Review the name, role, tax ID, ownership, tax status and record status shown in the list.
Settings breadcrumb and Directors and shareholders heading.

The page reads the related-party list and summary. An empty list means no matching records are shown; it does not establish whether the company's legal records are complete. Check the search and company before adding a person.

Adding a person, changing tax status and archiving a record are separate actions. A missing edit or archive control may reflect your access. Ask the responsible administrator to confirm the correct person and intended change.

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