Contact master

Use this table to create a contact master:

Field Input
Personal Information

Specify if the contact person is Inactive, Internal, or External, then specify the title, name, position, job description, owner's percentage, or shareholder's percentage.

Note: 
  • If details of the company or accounting entity is required, set position to Company and specify personal information.
  • If details of the company’s or accounting entity’s branch or subsidiary in Italy is required, set the title to Company, set position to Branch, and specify personal information.
  • If a Tax Representative is required, specify personal information.
  • If you will use a third party to transmit the data, set position to Signature Owner and specify personal information.
Address Information

Specify the complete address of the contact person.

Note: In Italy, the address is mandatory. Complete address information must be specified with valid data such as Building info or Street Name, City Name, Province if in Italy, Country Code, and Postal Code.
Communication Details

Specify the complete communication details of the contact person.
Identification Numbers Click Contact ID and in the Identification Numbers window, specify the identification type and identification number.
Note: 
  • In Italy Tax Reporting, if the position is Tax Representative, TaxID with TaxIdentificationNumber type is required, while the NationalIdentityNumber is optional. Both must be valid.
  • If the position is Company or Branch, TaxID with TaxIdentificationNumber type is required and must be valid.
  • If the position is Signature Owner, the TaxID with TaxIdentIficationNumber type is required and must be valid.
  • For FatturaPA 1.2.1 Imports, select SDI EndPointID and specify the 7digit or 6digit recipient code in ID Number.

See Setting up Contact Master.