Documentation | User Guide

Documentation | User Guide

Add a tax agent

This part of the guide explains how to add a tax agent.

To add a tax agent:
  1. Click the Tax Agents menu. This action opens the List of Tax Agents page;
  2. Click the Add a Tax Agent button. This action opens the Tax Agent Details page;
  3. Fill out the General tab;
  4. Click the Save button. A pop-up message appears, asking if you want to add accesses to the new tax agent.
  5. If you click Yes, the Tax Agent Details page is displayed. Refer to Assign access rights to a tax agent for more information.
  6. If you click No, the system redirects you to the List of Tax Agents page. In both cases the tax agent is added successfully and the List of Tax Agents page is updated.