Add fiscal information to an individual taxpayer

This guide segment explains how to add fiscal information to an indivudual taxpayer.

Step 1 - Go to the page List of Taxpayers

1. Go to the Tax Roll module;
2. Choose the Taxpayers option. 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 fiscal 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 fiscal information to an individual

7. Click on the Fiscal Information button. This action opens the Fiscal Information page (501:2006);
8. Go to the Fiscal Year tab;

The tab is displayed only if the checkbox Different Fiscal Years Allowed for Individuals is selected in Administration/Specific Rules. Contact your SIGTAS administrator if you would like to know more.

9. Click the Create button. This action opens the pop-up window Fiscal Year;
10. Fill out the required fields (identified by a red asterisk ). For example, Day-Month From, Day-Month To, etc.;
11. Click the Save button. This action confirms the addition of fiscal information and updates the Fiscal Information page (501:2006);

Step 4 - Link an officer to fiscal information

12. Go to the Officers section;
13. Click the Create button. This action opens the pop-up window Officer;
14. Fill out the required fields (identified by a red asterisk ). For example, Officer Name, Function, etc.;
15. Click the Save button. This action confirms the addition of the officer and updates the Fiscal Information page (501:2006).