Documentation | User Guide

Documentation | User Guide

Create immediate assessments in batch

This part of the guide explains how to create immediate assessments in batch.

SIGTAS allows the user to register specific assessments that do not require a tax account, such as certain types of fixed fees. This type of assessment is called an immediate assessment. Once the new immediate assessments batch has been created, SIGTAS assigns it a unique immediate assessment batch number and assigns it the status Open.

Step 1- Go to the page List of Immediate Assessments Batches

  1. Go to the Assessment module;
  2. Choose the Functionalities option;
  3. Click on the Immediate Assessments menu. This action opens the List of Immediate Assessments Batches page (502:4005);

Step 2 - Create immediate assessments in batch

  1. Click the Create button. This action opens the page Immediate Assessments Batch (502:4004);
  2. Go to the Immediate Assessment section;
  3. Fill out the required fields (identified by a red asterisk *). For example, Tax Type, Form No., etc.;
  4. Go to the Batch section;
  5. Fill out the required fields (identified by a red asterisk *). For example, Batch No.;
  6. Click the Create button. This action confirms the creation of the immediate assessments batch, assigns a unique number to the new immediate assessment batch, displays the batch details in the lower section and updates the Immediate Assessments Batch (502:4004) and the List of Immediate Assessments Batches (502:4005) pages.