Link a representative to an individual taxpayer

This part ot the guide explains how to link a representative 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 link a representative to;
6. Click on the TIN of the individual subject of the request. This action opens the Individual page (501:2014);

Step 3 - Link a representative to an individual

7. Click on the Rep. section;
8. Click the Create button. This action opens the Representative pop-up window;
9. Fill out the required fields (identified by a red asterisk *). For example, Representative Name, Representative Type, etc.;
10. Click on the Save button. This action links the representative to the taxpayer and updates the Individual page (501:2014).