Documentation | User Guide

Documentation | User Guide

Create a project

This part of the guide explains how to create an exonerated and suspended project and how to add an eligible activity as well as goods and services.

In general, with this type of project it implies that the client is the government and is tax exempted, mainly used for value-added tax (VAT).

Step 1 - Go to the page Exonerated and Suspended Projects

  1. Go to the Asssessment module;
  2. Choose the Projects option;
  3. Click on the Exonerated and Suspended Projects menu. This action opens the Exonerated and Suspended Projects page (502:6001);

Step 2 - Create an exonerated or suspended project

  1. Click the Create Project button. This action opens the Create Exonerated and Suspended Project page (502:6002);
  2. Go to the Taxpayer Information section;
  3. Fill out the required fields (identified by a red asterisk *). For example, Registered Name;
  4. Go to the Project section;
  5. Fill out the required fields (identified by a red asterisk *). For example, Project Type;
  6. Click the Save button. This action confirms the creation of the project, refreshes the Create Exonerated and Suspended Project page (502:6002), assigns a project number and displays the project details;

Step 3 - Add an eligible activity

  1. Go to the Eligible Activities section;
  2. Click the Create button. This action opens the pop-up window Activity for a Project;
  3. Fill out the required fields (identified by a red asterisk *). For example, Activity;
  4. Click the Save button. This action adds the new activity and refreshes the Create Exonerated and Suspended Project page (502:6002);

Step 4 - Add goods and services

  1. Go to the Goods and Services section;
  2. Click the Create button. This action opens the pop-up window Goods and Services;
  3. Fill out the required fields (identified by a red asterisk *). For example, Product;
  4. Click the Save button. This action adds the new goods and services and refreshes the Create Exonerated and Suspended Project page (502:6002).