Apply a close/decease date to a taxpayer

This part of the guide explains how to apply a close/decease date to a taxpayer.

Use the same procedure to close a non-individual taxpayer (enterprise). In this case, the decease date is replaced by the Close Date field.

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 Search Criteria section;
4. Choose the Individual option;
5. Find the individual you want to apply a close/decease date to;
6. Click on the TIN of the individual subject of the request. This action opens the Individual page (501:2014);

Step 3 - Apply a close/decease date

7. Go to the General Information section;
8. Capture the Decease Date;
9. Click on the Save button. This action confirms that the taxpayer is deceased.