2. Coretax Instansi Pemerintah : Login akun instansi, tampilan akun, penunjukan PIC

Summary

The video script provides a detailed guide on using the Kortex application for government tax reporting. It covers the login process for government institutions with NPWP, handling password resets, registering new NPWP, and managing account changes. The script explains different user roles, particularly the role of the PIC (person in charge), and the procedures for adding or removing users. Key features include document management, invoice creation, and tax reporting functions. The system ensures secure and accountable tax management by limiting access based on user roles, reducing the risks of fraudulent activities.

Takeaways

• 😀 Reset password if the government institution already has an NPWP and has logged in previously on JP Online.
• 😀 If the government institution does not have an NPWP or if there are personal changes like a married woman linking her NPWP to her husband, the first step is to register an NPWP.
• 😀 If the woman's NPWP is already linked to her husband, only a digital access request is needed for login.
• 😀 Kortex has a more detailed profile section than DJP Online, showing the institution's classification, registration date, contact details, and more.
• 😀 Outstanding tax bills (kode billing) and unsubmitted SPT (tax returns) are displayed in Kortex for easy monitoring.
• 😀 Users can update their bank details in the system for automatic tax payments, avoiding the need to visit the bank.
• 😀 Two login types are available: one for the institution (to assign Vic) and another for individual users (to generate invoices, SPT, etc.).
• 😀 Institutions can assign only one 'Vic' (Person in Charge), but they can easily update this if needed due to changes in leadership or personnel.
• 😀 Users with specific roles (e.g., financial officers, administrators) can be added and given specific permissions within the Kortex system.
• 😀 Kortex ensures data security and accountability by tracking who made changes to documents, preventing issues like fraudulent activities.
• 😀 Data changes such as personnel updates or changing the Vic can be done directly through the Kortex platform without needing to visit the Tax Office.

Q & A

What are the three main login scenarios for Kortex application users?

The three main login scenarios are: 1) If the government institution has an NPWP and has logged into JP Online before, the user must click 'Forgot Password'. 2) If the institution does not have an NPWP, they must register for one. 3) If a married woman’s NPWP is already merged with her husband’s, the user must request digital access.

What should a government institution do if their NPWP name or code changes?

If a government institution changes its name or code, it must register a new NPWP. For example, if a department's name changes, they must update their NPWP accordingly to reflect the changes.

What is the role of the 'PIC' (Person In Charge) in the Kortex system?

The PIC is the highest authority in the institution, usually the head or leader, who is responsible for managing and overseeing the tax-related tasks within the Kortex system. Each institution can only designate one PIC.

How can an institution change its PIC in the Kortex system?

To change the PIC, the institution must log in to Kortex, go to 'Portal Saya', select 'Profil Saya', then click 'Informasi Umum', and use the 'Edit' button to update the PIC's details.

What happens if an NPWP-linked person’s data is outdated or incorrect?

If an NPWP-linked person’s data (such as name, phone number, or email) is outdated, the institution should immediately request data updates through the local KPP (Kantor Pelayanan Pajak).

What is the significance of the 'related parties' section in the Kortex application?

The 'related parties' section in Kortex displays people who can access the institution's account. This includes individuals like the PIC, financial officers, or other authorized personnel who are involved in the institution's tax-related work.

How do you add a new user to the Kortex system?

To add a new user, you need to click 'Tambah', select 'Related Person', and then define the user’s role, such as 'Treasurer' or 'Finance Officer'. The new user’s NIK (National Identity Number) must be linked to an NPWP for validation.

What should you do if an NIK linked to an NPWP shows an error in the system?

If the NIK shows an error, it could mean the NIK is not registered with the NPWP or hasn't been validated. In such cases, you must request NIK and NPWP validation at the local KPP.

What actions can a user take if they need to change their bank account details in the Kortex system?

To update bank details, the user can log into the Kortex system, go to 'Detail Bank', and submit the new bank account information directly through the application.

How does the Kortex application differ from the previous DJP Online system?

Unlike DJP Online, Kortex allows for more comprehensive data management, including the ability to manage users, update data, and directly interact with the tax system without needing to visit the KPP. Kortex also allows users to request digital certificates and manage user access more efficiently.