Documentation | User Guide

Documentation | User Guide

Add a taxable object to a tax account

This part of the guide explains how to add a taxable object 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 a taxable object 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, etc.;
  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 taxable object 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 Taxable Objects section;
  7. Click the Create button. This action opens the pop-up window Taxable Object of a Tax Account;
  8. Fill out the required fields (identified by a red asterisk *). For example, Taxable Object, Start Date, etc.;
  9. Click the Save button. This action updates the pop-up window and displays the Lease section;
  10. Go to the Lease section;
  11. Click on the Create button. This action updates the pop-up window and opens the pop-un window Lease;
  12. Fill out the required fields (identified by a red asterisk *). For example, Lease Type, Start Date, etc.
  13. Click the Save button. This action updates the pop-up window and displays the Period section;
  14. Go to the Period section;
  15. Click on the Create button. This action opens the pop-up window Period;
  16. Fill out the required fields (identified by a red asterisk *). For example, Period, Due Date, etc.;
  17. Click on the Save button. This action updates the pop-up window and redirects you to the pop-window Lease;
  18. Click on the Save button. This action redirects you to the pop-window Taxable Object of a Tax Account;
  19. Click on the Save button. This action confirms the addition of the taxable object and updates the Tax Account page (503:2001).