Add an establishment to an individual enterprise

This part of the guide explains how to add an establishment to an individual enterprise.

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 by using the radio buttons;
5. Click on the column Enterprise Type;
6. Choose the Individual Enterprise. This action displays the list of individual enterprises;
7. Find the individual enterprise you want to add the establishment to;
8. Click on the TIN of the individual enterprise subject of the request. This action opens the Individual page (501:2014);

Step 3 - Add an establishment to an individual enterprise

9. Go to the Enterprises section;
10. Click on the icon (edit) of the individual enterprise subject of the request. This action opens the page Individual Enterprise (501:2004);
11. Go to the Establishments section;
12. Click the Create button. This action opens the Establishment page (501:2001);

Step 4 - Add an establishment address

13. Go to the Establishment Information section;
14. Fill out the required fields (identified by a red asterisk *). For example, Establishment Name, Start Date, etc.;
15. Go to the Addresses section;
16. Choose the option National Address;
17. Click the Edit button. This action opens the pop-up window Address;
18. Fill out the required fields (identified by a red asterisk *). For example, Country, Region, etc.;
19. Click the Save button. This action confirms the addition of the address of the institution;

To add an international address, if necessary:

20. Choose the International Address option;
21. Click the Edit button. This action opens the pop-up window Address (for international address);
22. Fill out the field International Address;
23. Click the Save button. This action confirms the addition of the international address;

Step 5 - Add a contact to the establishment

24. Go to the Contacts section;
25. Click the Create button. This action opens the pop-up window Contacts;
26. Choose the Contact Type by using the radio button;
27. Fill out the required fields (identified by a red asterisk *). For example, Name, Title, etc.;
28. Click the Save button. This action confirms the addition of the contact and updates the Establishment page (501:2001);

Step 6 - Link an activity to the establishment

29. Go to the Business Activities section;
30. Click the Create button. This action opens the pop-up window Business Activity;
31. Fill out the required fields (identified by a red asterisk *). For example, Business Activity, Start Date, etc.;
32. Click the Save button. This action confirms the creation of the establishment and updates the Establishment page (501:2001).