Create automatic taxpayer classification assignation rules

This page explains how to create an automatic taxpayer classification assignation rule.

Step 1 - Go to the page Automatic Taxpayer Classification Assignation Rules

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Tax Roll option;
4. Click the Automatic Taxpayer Classification Assignation Rules menu. This action opens the Automatic Taxpayer Classification Assignation Rules page (509:90002);

Step 2 - Create an automatic taxpayer classification assignation rule

5. Click the Create button. This action opens the Automatic Taxpayer Classification Assignation Rules popup window;
6. Fill out the required fields (identified with a red star *). For example, Score From, Risk Level, etc.;
7. Click the Save button. This action confirms the creation of the automatic taxpayer classification assignation rule and updates the Automatic Taxpayer Classification Assignation Rules page (509:90002).