You opened an entity and want to know what's where.
In Rhodes: Entities → any entity
| Overview | A summary line, then cards across the top: Entity Formation (EIN, formation date and state, legal structure, tax classification, registered agent), Needs attention (open filings, documents Rhodes expects and doesn't have, and how many K-1s for last tax year haven't arrived; the first five with View all for the rest) and Bank accounts. Below them come Entity Details (Trust Details for a trust), the cap table once it has holders, relationships and custom fields. A value too long for its line ends in …; point at it to see all of it. |
| Compliance | This entity's filings and deadlines. |
| Financials | The cap table, and a button to make the entity an investment vehicle. For investment vehicles, the owners and commitments, the roll-up totals and the transaction ledger. |
| Relationships | How this entity connects to your others. To add or change one, ask in chat. |
| Investments | Positions this entity holds. |
| People | The outside firms and individuals attached to it. |
| Documents | The Document Checklist: what this entity should have and what's missing, including its K-1s with each one's history by year (see Rhodes Document Expectations). Then everything filed here, with a count. |
| Notes | Notes about this record, shared with everyone in your organization. Only admins and owners can delete a note. |
| Activity | What's changed, when, and who changed it. |
A person record swaps Financials for Family — spouse, parents, children, and jointly titled holdings — and its Overview shows Personal Information, relationships and custom fields, with bank accounts at the bottom. A jointly titled record carries a deliberately short set: Overview, Investments, People, Documents and Notes.