Link a representative to a tax account

This part of the guide explains how to link a representative to a tax account.

Step 1 - Go to the page List of Tax Accounts

1. Go to the Tax Account module;
2. Choose the Tax Accounts menu. This action opens the List of Tax Accounts page (503:2000);

Step 2 - Link a representative to a tax account

3. Go to the Criteria section;
4. Fill out the required fields (identified by a red asterisk *). For example, Registration Date From and To;
5. Click the Refresh button. This action updates the page and displays the list of tax accounts in the lower section;
6. Find the tax account you want to link a representative to;
7. Click the hyperlink of the Tax Account No. subject of the request. This action opens the Tax Account page (503:2001);
8. Go to the Representatives section;
9. Click the Create button. This action opens the pop-up window Representative;
10. Fill out the required fields (identified by a red asterisk *). For example, Representative Name, Representative Type, etc.;
11. Click the Save button. This action links the new representative to the tax account and updates the Tax Account page (503:2001).