The tax agent asks the administrator to fix a company detail
Who is involved
| Role | What they do |
|---|---|
| Tax agent | Finds the gap and asks. |
| Tenant administrator | Fixes the company-level detail. |
Step by step
- Tax agent
Opens a branch's setup checklist and sees a must-fix item on the legal entity that they may not edit.
What they see:Ask the administrator to fix this, with a Notify button.
- Tax agent
Presses Notify.
What they see:Confirmation that the person was told.
- Tenant administrator
Opens the legal entity and corrects the tax number or legal name.
What they see:The suggested value offered where known.
- Tax agent
Reopens the checklist.
What they see:The count of must-fix items has dropped.
Who is told what
The administrator receives a message from the Notify button.