Select and use the Account tab to define account-specific installation options.
Description of Page
When a new account is added on the Account page, the system requires it have an account type. If the main taxpayer linked to the account is a human (as defined by the taxpayer's person type), the system defaults the account type defined in Account Type (Person). For persons that are businesses (as defined by the person type), the system defaults the account type defined in Account Type (Business). For more information, refer to Setting Up Account Types.
In addition to requiring an account type when a new taxpayer is added, the system also requires a "main taxpayer" (i.e., a reference to a person who is identified as the main taxpayer for the account). Enter the default Account Relationship Type code to be used to define the main taxpayer relationship. For more information, refer to Setting Up Account Relationship Codes.
Enter the default Bill Route Type to be used to define how bills should be routed to a taxpayer. For more information, refer to Setting Up Bill Route Types.
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