Assign the right to operate on behalf of the represented taxpayer

You can administrate representatives of your own or any other taxpayer you have a privilege to. There several rules for assigning and revoking the privileges or the right "to operate on behalf of the represented taxpayer":

•   If the representative (particular external user representing particular taxpayer) needs to have a privilege "Assign the right to operate on behalf of the represented taxpayer", only the administrator can assign that right to him. This function can be done by assigning representation right.

•   You cannot assign the same representation (a representation with a same username of taxpayer representative and the same TIN of the represented taxpayer in the state "Active" or "Requested") twice.

•   If representation rights were assigned by administrator, only administrator is able to revoke the rights of that representation.

You are able to assign rights to represent yourself, only if you are a registered taxpayer with TIN assigned to your user account:

1. Open a list of representatives by selecting menu “Taxpayer → Taxpayer representatives”. A list of taxpayer representatives is opened (see Figure 27).

2. Click [New]. A form for new representation’s data is opened (see Figure 29).

3. Enter data of new taxpayer representation.

3.1. Search for representative:

3.1.1. Enter all of three search parameters entered in user’s account data {Username*}, {TIN}, {Social security number}.

3.1.2. Click [Search for user]. User data is loaded.

3.1.3. To clear loaded data click [Clear user]. And proceed from step 3.1.1.

3.2. Enter description, if any.

3.3. Select representation period.

3.4. Choose representation privileges.

3.5. Tick field {I agree with Terms and Conditions for Creating Representatives}.

4. Submit data by clicking [Save]. Representation state is set to Requested. Now assigned user has to confirm or reject assigned representation rights.

4.1. Only if he/she accepts to be a representative, the representation is set to state Active. The external user can represent you as a taxpayer.

5. If the particular external user refuses to represent you, the state of representation is set to “Rejected”. The external user cannot represent you as a taxpayer.

Figure 29         New representation form