Add an activity to an individual taxpayer

This part of the guide explains how to add an activity to an individual taxpayer.

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 Individual option;
5. Find the individual you want to add the activity to;
6. Click on the TIN of the individual subject of the request. This action opens the Individual page (501:2014);

Step 3- Add an activity to an individual

7. Go the Activities section;
8. Select the Activities menu;
9. Click the Create button. This action opens the pop-up window Individual Activities;
10. Complete the required fields (identified with a red asterisk *). For example, Individual situation, etc.;
11. Click the Save button. This action confirms the addition of the activity and updates the Individual page (501:2014).