Documentation | User Guide

Documentation | User Guide

Add an establishment to a tax account

This part of the guide explains how to add an establishment to a tax account.

Step 1 - Go to the page List of Tax Accounts

  1. Go to the Tax Account module;
  2. Choose the Tax Accounts menu. This action opens the List of Tax Accounts page (503:2000);

Step 2 - Add an establishment to a tax account

  1. Go to the Criteria section;
  2. Fill out the required fields (identified by a red asterisk *). For example, Registration Date From and To;
  3. Click the Refresh button. This action refreshes the page and displays the list of tax accounts in the lower section;
  4. Find the tax account you want to add the establishment to;
  5. Click the hyperlink of the Tax Account No. subject of the request. This action opens the Tax Account page (503:2001);
  6. Go to the Establishments section;
  7. Click the Create button. This action opens the pop-up window Establishment;
  8. Fill out the required fields (identified by a red asterisk *). For example, Establishment, Start Date, etc.;
  9. Click the Save button. This action confirms the addition of the establishment and updates the Tax Account page (503:2001).