Add bank details to a non-individual taxpayer

This part of the guide explains how to add bank details to a non-individual taxpayer.

The type of enterprise displayed in the Entreprise Type column is configured by the tax administration. Therefore, providing the non-idividual taxpayer's TIN is unknown and required for the user’s query, he will have to use the Enterprise Type column to find the type of entreprise he is looking for.

The following example demonstrates how to add bank details to a Corporate type of non-individual taxpayer. This procedure is standardized and applies also all the other types of non-individual taxpayers as determined by the tax administration.

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 Enterprise option;
5. Go to the Entreprise Type column;
6. Choose the option of your choice;
7. Find the enterprise you want to add the bank details to;
8. Click on the TIN of the non-individual subject of the request. This action opens the Non-Individual page (501:2012);

Step 3 - Add details to a non-individual

9. Go to the Bank section;
10. Click the Create button. This action opens the pop-up window Taxpayer bank account;
11. Fill out the required fields (identified by a red asterisk*). For example, Bank Account No., etc.;
12. Click the Save button. This action confirms the addition of bank information and updates the Non-Individual page (501:2012).