Documentation | User Guide

Documentation | User Guide

Display taxpayer's transactions

This part of the guide explains how to display the taxpayer's transactions.

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 - Display taxpayer's transactions

  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 to display;
  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 button Query Tax Account Transactions. This action opens the page List of Tax Account Transactions (503:2005);
  7. Go to the section Select the Start Date and End Date;
  8. Fill out the required fields (identified by a red asterisk *). For example, From Date and To etc.;
  9. Click the Refresh button. This action refreshes the page and displays the details of the tax account in the lower section.