Documentation | User Guide

Documentation | User Guide

Find a taxpayer

This part of the guide explains how to display and find a taxpayer.

By default the list containing all taxpayers is displayed, without distinction between tax center or taxpayer. However, tax officers cannot see taxpayers who are not in the same tax center.

To find a taxpayer:
  1. Click the Taxpayers menu. This action opens the List of Taxpayers page;
  2. Go to the Search field and fill out the requested information. If you do not know the full name of the taxpayer, enter the first two or three letters. You can also use the same procedure for the email address;
  3. Click the Magnifying glass icon. This action calls up items on the screen;
  4. Use the rightward or the leftward arrow to display items on the screen, if required.