Assignee registration

Before starting the assignment process you must register the assignees: the entities or organizations to which the tax documents will be assigned.

1. Assignees

Tab in the top menu of the screen.

2. Search box

Generic search box within the assignees table.

3. Assignees table

List of registered assignees (see columns below).

4. + Add assignee

Opens the registration form for a new assignee.

Table columns

a. RUT

Tax ID (Registro Único Tributario) of the assignee.

b. Name

Legal name of the assignee.

c. Phone / Email

Contact details of the assignee.

d. Actions

Register the executives who represent the assignee, individually or as a list, and delete the record.

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Adding an assignee

Clicking + Add assignee opens the following form:

1. Enter the assignee's RUT (format 12345678-K).
2. Click Search.
3. The system shows the details of the assignee found: legal name, RUT, address, city, district, phone and email.
4. Enter the details of the assignee's executive: name, email and phone.
5. Click Add Assignee.

Assignees migrated from Factoring+

The production rollout of the module includes the migration of the assignees associated with each company in the previous Factoring+ module.

If you need to add a new assignee, the system first checks whether it already exists within the module's ecosystem (for example, as an assignee of another company). If it exists, its base information is loaded and you can only add a new contact. If it does not exist, to prevent fraud, crimes or SII rejections, request the creation of the assignee through the Gosocket help desk.