Setting up a Bundle
The Name tab appears as follows:
- Enter a Name.
- The Enabled check box is ticked by default. Remove the tick if the bundle is not to be available to the end users.
- Select the Company, Office and Department by clicking into the relevant cell and selecting the appropriate entry from the drop down list. This is used to determine what bundles are available to the individual taxpayers. If the field is left blank then this category is treated as a wildcard when matching the bundles to taxpayers. To delete an entry in a cell click into that cell and use the Delete keyboard key to remove the entry;
- Select the Start and End dates by clicking into the relevant cell and selecting the appropriate entry from the drop down list. These dates are used to determine the date range that the bundle applies for.
- Click Save.