Add shares and ownership to a non-individual taxpayer

This part of the guide explains how to add shares and ownership 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 shares and ownership 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 shares and ownership 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 shares and ownership to a non-individual

9. Go to the Shares & Ownership section;
10. Choose the Shares menu;
11. Complete the fields in the section;
12. Go to the Owners / Shareholders of the Enterprise section;
13. Click the Create button. This action opens the pop-up window Ownership;
14. Use the radio button to choose the Taxpayer Type;
15. Fill out the required fields (identified by a red asterisk*). For example, TIN, Start Date, etc.;
16. Click the Save button. This action confirms the creation of the ownership and updates the Non-Individual page (501:2012).