Siebel Public Sector Guide > Managing Tax Cases > Working with Tax Case Files >

Creating Multiple Case Records

A tax case worker may be required to create multiple cases for the customer. For example, a corporate customer might have an open case for the tax period because of a pending inquiry into the filed tax return, and the tax case auditor has opened another case for a new tax period. To meet this type of requirement, the tax case worker can create multiple case records for the customer.

This task is a step in Process of Managing Tax Cases.

To add a tax case file

1. Navigate to the Cases screen > Cases Home view.
2. In the Add form, enter details about the new case.
3. Click Add and Go.