Change of Primary User in Portal

Applies to: AEOI

Warning: Please be aware that there might be small differences between your project implementation and the screenshots and information in this article, however, the overall functionality remains the same.

Overview:

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.

Last review date: 28th February 2023

Author: Alan Joyce

Warning: When working with Vizor Builder or any aspect of Vizor Software configuration including individual configuration files, please note that significant problems can occur when performing modifications or additions to existing configuration incorrectly. it is highly recommended that a backup of any project or related file is readily available when making any configuration adjustments. In addition, any modifications made to configuration or project files should be carefully tested before being deployed to any live environment. In addition, changes to projects or configuration files should be made by trained and certified personnel in the use of Vizor Software. If further advice is needed on making any configuration changes involving Vizor Software, a customer support representative should be consulted.