Documentation | User Guide

Documentation | User Guide

Create a substantiating document

This part of the guide explains how to create a substantiating document.

Step 1 - Go to the page Substantiating Documents

  1. Go to the Property Tax module;
  2. Choose the Substantiating Documents menu. This action opens the Substantiating Documents page (506:2019);

Step 2 - Create a substantiating document

  1. Go to the Tax Law Rule section;
  2. Complete the Rule Description field. This action opens the Substantiating Documents section;
  3. Go to the Substantiating Document section;
  4. Click the Create button. This action opens the pop-up window Substantiating Document;
  5. Go to the Substantiating Document section;
  6. Fill out the required fields (identified by a red asterisk *). For example, Description;
  7. Click the Save button. This action confirms the addition of the Substantiating Document and updates the Substantiating Documents page (506:2019).