Person - Correspondence Information

This page contains information that may be used to address bills and letters. Use Menu > Registration > Person > Correspondence Info to open this page.

Description of Page

If the person does not want their primary name (defined on the Main page) used on bills and letters, specify the desired name in Override Mailing Name 1, 2, and 3.

For implementations that are configured for legacy addresses, the Override Mailing Address is used if the person wants correspondence sent to an address specific for this person. If the person's account doesn't already indicate that the person's mailing address should be used, you must update this person's account(s). This information resides in the Address Source field on Account - Person.

If you enter an Override Mailing Address:

Specify the taxpayer's Email Address if you communicate with the taxpayer via Email. In addition to defining the person's Email Address, you're correspondence routing software must support sending the information via Email. Refer to the following links for more information: where are bills sent and where are letters sent.

Define the Language in which the person prefers their bills and correspondence printed.

Note:

Default note. The person's language defaults from Installation Options - Person.

Fastpath:

Refer to Taxpayer Language for more information on options for supporting multiple languages for your taxpayers.

For implementations that are configured for legacy addresses, the Miscellaneous Addresses may be used to define additional addresses for the person.

Note:

Define values for this field using the Lookup table. This field name is ADDR_​TYPE_​FLG.

The Seasonal address type allows your taxpayer to define one or more alternate addresses to use during predefined periods each year. For example, the taxpayer may want their correspondence sent to their vacation cottage during the summer. Please be aware of the following: