Capture an estimated assessment
This part of the guide explains how to capture an estimated assessment.
Step 1 - Go to the pop-up window Capture Estimated Assessment
- Go to the Assessment module;
- Choose the Functionalities option;
- Click on the Capture Estimated Assessment menu. This action opens the pop-up window Capture Estimated Assessment;
Step 2 - Capture an estimated assessment
- Go to the section Estimated Assessment;
- Complete the TIN, Tax Type and Period fields. This action refreshes the pop-up window and displays the details of the estimated assessment in the lower section;
- Go to the Resulting Assessment section;
- Fill out the required fields (identified by a red asterisk *). For example, Creation Date;
- Click the Capture button. This action opens the pop-up window Assessment Lines;
- Complete the required fields;
- Click the Save button. This action confirms the creation of the estimated assessment and updates the Assessment page (502; 2005).