Link a contact and a representative to a non-individual taxpayer

This part of the guide explains how to link a contact and a representative to a non-individual (enterprise) 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 link a contact and a representative 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 mmodule;
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 link a contact and a representative 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 a contact to a non-individual

9. Go to the Contacts and Rep section;
10. Go to the Contacts menu;
11. Click the Create button. This action opens the pop-up window Contacts;
12. Choose the Contact type;
13. Fill out the required fields (identified by a red asterisk *). For example, Name, Title, etc.;
14. Click the Save button. This action confirms the addition of the contact and updates the Non-Individual page (501:2012);

Step 4 - Link a representative to a non-individual

15. Go to the Contacts and Rep. section;
16. Choose the Representative menu;
17. Click the Create button. This action opens the pop-up window Representative;
18. Fill out the required fields (identified by a red asterisk*). For example, Representative Name, Representative Type, etc.;
19. Click the Save button. This action confirms the addition of the representative and updates the Non-Individual page (501:2012).