New Electronic Tax Bureau APP Personnel Information Management Operation Guide

1. Account Center

After successful login, users can use [Account Center] for enterprise information management, personnel permission management, personnel permission viewing, personnel information management, identity switching, etc.

2. Enterprise Information Management

Users logged in as an enterprise or after switching to enterprise identity (see identity switching below for how to switch) can manage enterprise information through [Account Center].

Enterprise Basic Information Query

After logging in as an enterprise, click [My] to enter the personal center page, then click "Account Center" to enter the account center page. Click to select "Enterprise Information Management" to view the "Basic Information", "Basic Personnel Information", and "Basic Tax Information" of the logged-in account.

Identity switching within the enterprise

After logging in as an enterprise, enter the account center page. Click to select "Enterprise Information Management" and "Current Identity" to display the individual's identity under the enterprise, with the current logged-in identity shown in bold. Click "Switch Identity within Enterprise", select the identity to switch to, and click confirm to complete the identity switch within the enterprise.

3. Personnel permission management

If users are the enterprise's legal representative, financial officer, or administrator, they can maintain and manage the permissions of other relevant enterprise personnel, including adding pending tax handlers, tax handlers pending confirmation, and managing existing tax handlers.

Add pending tax personnel management

After logging in as an enterprise, enter the account center page. Click to select "Personnel Permission Information Management - Add Pending Tax Officer". Enter the basic information of the pending tax officer (name, ID type, ID number), select the personnel authorization information (identity type, expiration date, personnel permissions), and complete the addition of the pending tax officer.

Management of tax handlers pending confirmation

Enter the account center page. Click to select "Personnel Permission Information Management - Tax Handlers Pending Confirmation". Enter query conditions (if none are entered, all are queried by default) and click Query to query the basic information of tax handlers pending confirmation. You can view or withdraw the authorization information of tax handlers pending confirmation (Note: personnel relationships whose identity type is legal representative or financial officer are not allowed to be deleted).

Management of existing tax handling personnel

Enter the account center page and click to select "Personnel Permission Information Management - Existing Tax Handlers". Enter query conditions (if none are entered, all are queried by default) and click Query to query the basic information of existing tax handlers. You can manage the authorization information of existing tax handlers or delete personnel relationships (personnel relationships whose identity type is legal representative or financial officer are not allowed to be deleted).

4.
Personnel permission view

If users log in with non-administrator permissions (administrator permissions refer to: legal representative, financial officer, administrator), they can only view the permissions of their own identity.

5.
Personal information management

Users entering the personal account center can view and maintain personal information, including ID information maintenance, personal password maintenance, mobile phone number maintenance, personal address maintenance, email address maintenance, and user cancellation.

5.1 Personal information management

After users log in as an individual or switch to individual identity (see identity switching below for details), they enter the account center page. Click "Personnel Information Management" to view the basic information of the currently logged-in person.

5.2 ID information maintenance

Enter the account center page and click to select "ID Information" to view the ID. Click to select "Modify" to modify the ID information (Note: ID type and ID number are not allowed to be modified).

5.3 Personal password maintenance

After entering the account center page, click to select "Personal Password" to modify the personal password.

Password modification offers three verification methods: password verification, SMS verification, and face scan verification. Users can choose any one of them and follow the prompts to complete the password change.

5.4 Mobile phone number maintenance

Users enter the account center page, click "Mobile Phone Number" to open the mobile phone number maintenance page, and can add, modify, delete, and change the default mobile phone number (Note: adding, deleting, and modifying mobile phone numbers require SMS or face-scan authentication).

5.5 Personal address maintenance

Users enter the account center page, click "Personal Address" to open the personal address maintenance page, enter the current address, region, and detailed address, and click confirm to complete personal address maintenance.

5.6 Email address maintenance

After entering the account center page, click to select "Email Address" to open the email address maintenance page, enter the modified email address, click Get Verification Code, and enter the verification code to complete the email address modification.

Source: Beijing Tax

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