The Account Person page contains information about the person(s) linked to the account.
If you need to link multiple persons to an account or change information about a person on an account, open
Description of Page
The Account Persons scroll contains one entry for every person linked to the account. The following fields display:
Person ID is the unique identifier of the person linked to the account. The person's name is displayed adjacent.
Primary Taxpayer is a switch that indicates 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 is a switch that indicates if the person is financially responsible for the account's debt. This switch is on and gray if the person is the Primary Taxpayer because the primary 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 is a switch that indicates 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 defines the relationship between the person and the account. Refer to Setting Up Account Relationship Codes for information about setting up relationship types.
Web Access indicates 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.
Prefix/Suffix and Pfx/Sfx Name are provide to allow additional information to be appended to a taxpayer's name when correspondence is 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 Notification is a switch that indicates 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.
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 indicates the type of characteristic.
Characteristic Value indicates the value of the characteristic.
Receives Copy of Bill indicates 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 indicates 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 indicates if the taxpayer should receive a Detailed or a Summary bill.
Number of Bill Copies indicates how many copies of the bill the person receives.
Taxpayer PO ID indicates the purchase order ID the taxpayer wants printed on their copy of the bill.
Address Source indicates where the system should retrieve the address for correspondence related to the account. This functionality is only applicable for implementations that continue to use legacy addresses.
Choose Mailing Location on Account if correspondence should be sent to the address associated with the Mailing Location on the first page. This address is displayed adjacent.
Choose Person if correspondence should be sent to the person's mailing address . This address is displayed adjacent.
Choose Account Override if correspondence 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 correspondence 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 is enabled if an Address Source of Account Override is selected. The number and type of address constituents is based on the Country . These fields will be invisible for other Address Sources.
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