Documentation | User Guide

Documentation | User Guide

Adjust a taxpayer due date

This part of the guide explains how to adjust a taxpayer due date.

Step 1 - Go to the page Taxpayer Tax Period Adjustments

  1. Go to the Tax Account module;
  2. Choose the Functionalities option.
  3. Click on the Taxpayer Tax Period Adjustments menu. This action opens the Taxpayer Tax Period Adjustments page (503:2029);

Step 2 - Adust a taxpayer due date

  1. Click the Create button. This action opens the Adjustment page (503:2032);
  2. Go to the General section;
  3. Fill out the required fields (identified by a red asterisk *). For example, TIN, Tax Type, etc.;
  4. Go to the Tax Period section;
  5. Fill out the required fields (identified by a red asterisk *). For example, Tax Period;
  6. Go to the Due Dates section;
  7. Add a Filing Due Date;
  8. Click the Save button. This action confirms the creation of the adjustment, assigns a number to the new adjustment and refreshes the pages Adjustment (503:2032) and Taxpayer Tax Period Adjustments (503:2032).