Documentation | User Guide

Documentation | User Guide

Link a document to an inactivity period case

This part of the guide explains how to link a document to an inactivity period case.

Step 1 - Go to the page List of Inactivity Period Cases

  1. Go to the Tax Account module;
  2. Choose the Inactivity Periods menu. This action opens the List of Inactivity Period Cases page (503:2006);

Step 2 - Link a document to an inactivity period case

  1. Search the inactivity period case you want to link a document to;
  2. Click the hyperlink of the Case No. subject of the request. This action opens the pop-up window Inactivity Period Case;
  3. Click the Register document button. This action opens the page Document (510:2001) of the Docs & files module;
  4. Go to the Document section;
  5. Fill out the required fields (identified by a red asterisk *). For example, Document Type;
  6. Go to the section Taxpayer Information;
  7. Fill out the required fields (identified by a red asterisk *). For example, TIN and Tax Division;
  8. Click the Save button. This action updates the Document page (510:2001) and assigns a document number;
  9. Go to the Attachment section;
  10. Click the Import button. This action opens the pop-up window File to upload;
  11. Click on the Choose a file button and choose the document you wish to upload;
  12. Click the Load button. This action links the document to the inactivity period case and updates the Document page (510:2001).