Account - Person Information

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

Note: Both taxpayers and non- taxpayers (e.g. the accounting service that handles the obligations of a commercial taxpayer) can be linked to an account.

If you need to link multiple persons to an account or change information about a person on an account, open 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:

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

Note: You can only choose characteristic types defined as permissible on the account / person record. Refer to Setting Up Characteristic Types & Their Values for more information.

The following fields display:

Note: The following bill related fields are only visible if your implementation has not turned off the BI — Billing (Classic) module. This information is used only for classic billing functionality. If enabled, it appears above the characteristic grid.