Capture an estimated assessment

This part of the guide explains how to capture an estimated assessment.

Step 1 - Go to the pop-up window Capture Estimated Assessment

1. Go to the Assessment module;
2. Choose the Functionalities option;
3. Click on the Capture Estimated Assessment menu. This action opens the pop-up window Capture Estimated Assessment;

Step 2 - Capture an estimated assessment

4. Go to the section Estimated Assessment;
5. Complete the TIN, Tax Type and Period fields. This action refreshes the pop-up window and displays the details of the estimated assessment in the lower section;
6. Go to the Resulting Assessment section;
7. Fill out the required fields (identified by a red asterisk *). For example, Creation Date;
8. Click the Capture button. This action opens the pop-up window Assessment Lines;
9. Complete the required fields;
10. Click the Save button. This action confirms the creation of the estimated assessment and updates the Assessment page (502; 2005).