Account - Person Information

The Account Person page contains information about the person(s) linked to the account.

If you need to link multiple persons to an account (e.g., because you need to send a duplicate of the account's bill to someone other than the main taxpayer) or change information about a person on an account, open Main Menu > Registration > Account > Persons

Description of Page

The Account Persons scroll contains one entry for every person linked to the account. The following fields display:

Person ID

The unique identifier of the person linked to the account. The person's name is displayed adjacent.

Primary Taxpayer

Turn on this switch if the person is the main taxpayer on the account. Only one person on an account may be designated as the main taxpayer.

The significance of the main taxpayer is that its name will appear adjacent to the account ID throughout the system.

Financially Responsible

Turn on this switch if the person is financially responsible for the account's debt.

This switch is on and gray if the person is the Main Taxpayer because the main taxpayer is always financially responsible. If multiple persons are linked to the account, you use this switch to indicate which ones are financially responsible versus those that are linked for other purposes.

Third Party Guarantor

Turn on this switch if the person is a third party guarantor of the account's debt. This switch is off and gray if the person is the Primary Taxpayer .

Relationship Type

Define the relationship between the person and the account. Refer to Setting Up Account Relationship Codes for information about setting up relationship types.

Web Access

Indicate whether or not a person linked to this account is Allowed or Not Allowed to view details of this account via your web self service application.

Note: This field is only visible if your implementation has not turned off the WSS (Legacy) module. This information was originally supplied for a sample web self service implementation that is no longer supported by the base product. It remains in the system for upgrade purposes. Implementations may opt to use this data to capture information for a custom WSS integration.

Prefix/Suffixand Pfx/Sfx Name

Use these fields if you need to append additional information to a taxpayer's name when correspondence or bills are sent to this person. For example, if the account has declared bankruptcy you might attach "Debtor In Possession" to the person's name. Use Prefix/Suffix to indicate if the Pfx/Sfx Name should be appended to the front or the back of the taxpayer's name.

Receives Copy of Bill

Turn on this switch if the person receives a copy of the account's bills. Turning off this switch grays the remaining fields. This switch is on and gray if the person is the Primary Taxpayer because the main taxpayer always receives a copy of the bill.

Refer to The Source Of Bill Routing Information for more information about how the remaining information is used to format the address of a bill.

Bill Route Type

Indicate how the bill is sent to the taxpayer. This field's value defaults from the Installation Record . If the Bill Route Type you select indicates that bills are routed via Fax, the person's fax number is displayed adjacent (the system knows which of a person's phone numbers is a fax number by the phone type). If the Bill Route Type you select indicates that bills are routed via Email, the person's Email address is displayed adjacent. If the Bill Route Type you select indicates that bills are routed via the Postal service, you must choose an appropriate Address Source to define which address should be used. Refer to Setting Up Bill Route Types for more information about bill route types.

Bill Format

Indicate if the taxpayer should receive a Detailed or a Summary bill.

Number of Bill Copies

Indicate how many copies of the bill the person receives.

Taxpayer PO ID

Indicate the purchase order ID the taxpayer wants printed on their copy of the bill.

Receives Notification

Turn on this switch if the person receives letters (i.e., notifications) initiated by overdue events. These events will send letters to the main taxpayer and any other person linked to the account that Receives Notifications. This switch is on and gray if the person is the Main Taxpayer because the main taxpayer always receives notifications. Refer to Printing Letters for more information about how letters are produced by the system.

Address Source

If the Bill Route Type you selected indicates that bills are routed via the postal service, you must choose the appropriate Address Source .

Choose Mailing Location on Account if bills should be sent to the address associated with the Mailing Location on the first page. This address is displayed adjacent.

Choose Person if bills should be sent to the person's mailing address . This address is displayed adjacent.

Choose Account Override if bills should be sent to an override address specified below. Typically, you would only choose this option if the person has multiple accounts and each account's bills should be sent to a different address. If you choose this option, the bottom of this page will become populated with fields that should be used to specify this override address.

Override address constituents

If you selected an Address Source of Account Override , you must enter the address to which bills will be sent in the address constituents. The number and type of address constituents is based on the Country . These fields will be invisible for other Address Sources .

Note, the Country defaults from Installation Options - System . The City, County and State default based on the Country and Postal Code if a Postal Default exists for the postal code.

The Characteristics grid contains information that describes miscellaneous information about the account / person.

The following fields display:

Effective Date

Indicate the date on which the characteristic value becomes effective. Note, the effective date defaults to the system date.

Characteristic Type

Indicate the type of characteristic.

Characteristic Value

Indicate the value of the characteristic.