To change the Primary User in Vizor Portal, first click on the menu button in Vizor Portal. Then click on Manage Filings and then Create Filings.
Once the Portal user has created the desired form, it will be moved to the ‘Draft’ Filing section of the Application.
You must select the option Primary User Change Notice as seen below. Enter a Filing Name and Period End Date and click on Create.
Select the Primary User Change Notice Filing in Draft Filings.
Click on Edit to edit the Primary User Information.
The Draft Version of the Form, will show the current primary User Info by default. (These Fields can be configured to show more information such as their current phone number).
The portal user can then complete the mandatory fields in the ‘New Primary’ User Section with the details of the new primary user. Two documents will be required to be attached, to provide the Tax Authority of the user’s permissions to request a change of Primary user on behalf of the client.
Once the Form is completed and validated, the portal user will then be able to submit the form manually at any time.
To submit filing, click on Menu Button, then Submission and Submit Filing.
Click on Submit on the right hand side of the filing name.
This will now be submitted to the Supervision Centre where it needs to be approved by the relevant Tax Authority.