Create an adjustment

This part of the guide explains how to create a tax account adjustment.

Step 1 - Go to the page Taxpayer Tax Period Adjustments

1. Go to the Tax Account module;
2. Choose the Functionalities option.
3. Click on the Taxpayer Tax Period Adjustments menu. This action opens the Taxpayer Tax Period Adjustments page (503:2029);

Step 2 - Create a tax account adjustment

4. Click the Create button. This action opens the Adjustment page (503:2032);
5. Go to the General section;
6. Fill out the required fields (identified by a red asterisk *). For example, TIN, Tax Type, etc.;
7. Go to the Tax Period section;
8. Fill out the required fields (identified by a red asterisk *). For example, Tax Period;
9. Go to the Due Dates section;
10. Add a Filing Due Date;
11. Click the Save button. This action confirms the creation of the adjustment, assigns a number to the new adjustment and refreshes the pages Adjustment (503:2032) and Taxpayer Tax Period Adjustments (503:2032).