Add/Create Party

  • Click Add/Create Party

  • Search for the party

    • Enter either the Social Security Number, Tax ID or Last/Business Name

    • Click Search

  • If the search result returns the correct party then select the party for the Party Search Results

  • Click Select Name From List

  • If the search  result does not return the correct party then click Create New Party

  • Complete all applicable fields

  • Click Submit