Documentation | User Guide

Documentation | User Guide

Close a tax account

This part of the guide explains how to close a tax account.

Tax accounts with a balance other than $ 0.00 can not be closed. Once the tax account has been closed, its status changes to Closed and it cannot be reopened. However, SIGTAS allocates the user a 24-hour delay to enable it to correct errors, if applicable.

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 - Close a tax account

  1. Go to the Criteria section;
  2. Fill out the required fields (identified by a red asterisk *). For example, Registration Date Form 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 close;
  5. Click the hyperlink of the Tax Account No. subject of the request. This action opens the Tax Account page (503:2001);
  6. Click on the Taxpayer Tax Accounts button. This action opens the Taxpayer page (503:2002);
  7. Go to the bottom section and check the Tax Account No. box to close;
  8. Click the Close Tax Account button. This action opens a confirmation window;
  9. Enter a Close Date;
  10. Click the Ok button. This action confirms the closing of the tax account, updates the Taxpayer page (503:2002) and changes the account status to Closed.