Search for Management Company

Navigate:Business Revenue > Business License > Management Company Maintenance > Search for Management Company

Description

Use this screen to search for the management company that manages the particular business tax accounts as a group. Then, select from the results to maintain the company.

NOTE: Management companies are initially set up via Tax > Billing > Lender Administration > Lenders and Service Companies.

Steps

  1. Select the Code and optionally enter a Description

  2. Click Search to display the results in the Results panel.

  3. Select the item in the Results panel to advance to the Management Company Maintenance screen.

    • Click Clear at any time to clear the search parameters to define new one.

    • Click Close to end the task.

Common Actions

None

Related Topics

Management Company Maintenance Overview