Documentation | User Guide

Documentation | User Guide

Create a legal form

This page explains how to create a legal form and link an enterprise type to it.

Step 1 - Go to the page List of Juridical Forms

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Taxpayer Info option;
  4. Open the Enterprise Info subsection;
  5. Click the Juridical Forms menu. This action opens the List of Juridical Forms page (509:16800);

Step 2 - Create a legal form

  1. Click the Create button. This action opens the Juridical Form pop-up window;![]
  2. Fill out the required fields (identified with a red star *). For example, Abbreviation, Description, etc.;
  3. Click the Save button. This action confirms the creation of the legal form and updates the List of Juridical Forms page (509:16800);

Step 3 - Link an enterprise type to the legal form

  1. Click on the form line to link to an entreprise type (the line becomes gray);
  2. Go to the Related Enterprise Type section;
  3. Click on the direction arrows to move items from left to right, from top to bottom or vice versa;
  4. Click on the Save button. This action link the type of entreprise to the legal form and updates the List of Juridical Forms page (509:16800).