Create an audit program

This part of the guide explains how to create an audit program and assigns a taxpayer to the program.

Step 1 - Go to the page List of Audit Programs

1. Go to the Audit module;
2. Choose the Audit Program option;
3. Click on the Audit Programs menu. This action opens the List of Audit Programs page (505:3000);

Step 2 - Create an audit program

4. Click the Create button. This action opens the Audit Program page (505:3001);
5. Go to the section Audit Program Information;
6. Fill out the required fields (identified by a red asterisk *). For example, Audit Office, Audit Type, etc.;
7. Click the Save button. This action confirms the creation of the audit program, assigns a program number and displays sections making it possible to associate and approve a taxpayer to the program;

Step 3 - Assign taxpayers to an audit program

8. Go to the List of Assigned Taxpayers to an Audit Program section;
9. Click the button Create. This action opens the pop-up window Taxpayer Assignation and his Approval;
10. Fill out the required fields (identified by a red asterisk *). For example, TIN, Approved by, etc.
11. Click the Save button. This action confirms the taxpayer's addition to the audit program, updates both the Audit Program page (505:3001) and List of Audit Programs (505:3000) pages.