Add family information to an individual taxpayer

This part of the guide explains how to add family information to an individual taxpayer.

Step 1 - Go to the page List of Taxpayers

1. Go to the Tax Roll module;
2. Choose the Taxpayers menu. This action opens the List of Taxpayers page (501:9000);

Step 2 - Choose the taxpayer

3. Go to the Criteria section;
4. Choose the Individual option;
5. Find the individual you want to add the family information to;
6. Click on the TIN of the individual subject of the request. This action opens the Individual page (501:2014);

Step 3 - Add family information to an individual

7. Go to the Family section;
8. Choose the Spouses (Current & Historical) menu;
9. Click the Create button. This action opens the pop-up window Spouse;
10. By using the radio button, choose Registered or Unregistered, as appropriate;
11. Fill out the required fields (identified by a red asterisk *). For example, Last Name, First Name, etc.;
12. Click the Save button. This action confirms the addition of family information and updates the Individual page (501:2014);

Step 4 - Add (a) dependent(s)

13. Go to the Dependents section;
14. Click the Create button. This action opens the pop-up window Dependent;
15. By using the radio button, choose Registered or Unregistered, as appropriate;
16. Fill out the required fields (identified by a red asterisk * ). For example, TIN, Type, etc.;
17. Click the Save button. This action confirms the addition of the dependent and updates the Individual page (501:2014).