Documentation | User Guide

Documentation | User Guide

Modify a taxpayer

This part of the guide explains how changes details of a taxpayer.

To change details of 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;
  5. Click the Edit button of the taxpayer subject of the request. This action opens the Taxpayers Details page;

  1. Make the appropriate changes;
  2. Go to the Access Rigths section;
  3. Use the direction arrow to select or deselect values as appropriate. Clicking the arrow moves items from the right (Available) to the left (Selected), from top to bottom, or vice versa;
  4. Click the Save button. This action confirms the changes and updates the List of Taxpayers page.