Documentation | User Guide

Documentation | User Guide

Add a status to a request and taxpayer type

This part of the guide explains how to add a status to a request and taxpayer type.

Step 1 - Go to the page List of Request Type Statuses by Taxpayer Type

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Taxpayer Info option;
  4. Click the Request Type Statuses by Taxpayer Type menu. This action opens the List of Request Type Statuses by Taxpayer Type page (509:16300);

Step 2 - Add a status to a request type and a taxpayer type

  1. Click the Create button. This action opens the Add a Status for a Request Type and Taxpayer Type popup window;
  2. Fill out the required fields (identified with a red star *). For example, Request Type, Status, etc.;
  3. Click the Save button. This action confirms the addition of the status to the type of request and updates the List of Request Type Statuses by Taxpayer Type page (509:16300).