Defining Person Types

A person exists for every individual or business with which your tax authority has contact. Besides individual and business taxpayers, persons exist for contractors, accountants at corporate taxpayers, third party guarantors, collection agencies, etc.

The person type is used to define business rules for different types of persons. For example:

A person type is governed by a business object. The base product provides business objects that you may use or extend. Refer to the BO definitions in the application. Or you may create your own.

Open Admin > Person Type to define the person types used to categorize your persons.

The topics in this section describe the base-package zones that appear on the person type portal.

Person Type List

The Person Type List zone lists every person type. The following functions are available:

Click the Add link in the zone's title bar to add a new person type.

Actions

This is a standard actions zone. The Edit, Delete and Duplicate actions are available.

Person Type

The Person Type zone contains display-only information about a person type. This zone appears when a person type has been broadcast from the Person Type List zone or if this portal is opened via a drill down from another page.

Please see the zone's help text for information about this zone's fields.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​PER_​TYPE.