This page displays configuration details about creating a document type.
| Screen Name | Page |
|---|---|
| List of Document Types | 509:15110 |
| Type | Name | Details |
|---|---|---|
| Display Field | No. | The number automatically assigned to the document type entry by SIGTAS. |
| Display Field | Document Type | Lists the valid types of documents produced and accepted by the system. |
| Display Field | Tax Type | Specifies the type of tax to which this document type is linked. |
| Checkbox | Document Approval | A selected check box indicates that this type of document requires approval. Display only |
| Checkbox | Certificate | If checked, then this type of document is a certificate. Display only |
| Checkbox | Motor Vehicle Sticker | If checked, then this document is a sticker to be applied on a motor vehicle. Display only |
| Checkbox | Is Duplicata | If checked, then this type of document is a duplicate. Display only |
| Checkbox | Is Transfer Property | If checked, then this document is used for a property transfer. Display only |
| Checkbox | Is Prop Exemption | A selected check box indicates that this document is used for a property exemption. Display only |
| Checkbox | Is Payment Document | A selected check box indicates that the document can be used as a payment document. The appropriate code, as entered in the Document Code field of the Tax Type (509:1001) page, should be added as a prefix to the document number on any printed documents of the indicated type. Also, a check-digit is appended to the resulting 15-character identifier. Display only |
| Checkbox | Val To Print | A selected check box indicates that this type of document requires validation by SIGTAS before it can be printed. Display only |
| Checkbox | Can Be Exempted | A selected check box indicates that the business activity exemption applies for the selected certificate. Display only |
| Checkbox | Send To eFiling | If checked it indicates that this Document Type can be sent to eTax. Display only |
| Checkbox | For Project Exemption | If checked, this Document Type can be used for exempted/exonerated projects. Display only |
| Display Field | Experation Date | Displays the date after which the Document Type can no longer be applied. |
| Display Field | Validity Period in Months | The validity period (expressed in number of months) for this document type. |
| Display Field | Exemption Letter | Allows the user to select a letter to be automatically generated if the taxpayer is exempted from the selected certificate. A value can be selected in this field only if the check box Can be exempted is selected in which case this field becomes mandatory. Following the selection, the letter number is displayed in this field. |
| Button | Create | A click on this button opens the popup window Document Type (509:15111) allowing to add a new document type. |
| Screen Name | Page |
|---|---|
| Document Types (popup window) | 509:15111 |
| Type | Name | Details |
|---|---|---|
| Field | Document Type | A free text to enter a unique and valid type of documents produced and accepted by the system. The first 99 values and those greater than 799 are reserved by the system and cannot not be changed or deleted. This list provides an LOV for the Document Type field of the Document (510:2001) page. A click on the dynamic icon redirects the user to the page Translations (509:50000) to add/modify the translation of the Document Type in the languages defined by the rule 88 « LANGUAGES_TO_DISPLAY » in the page General Rules (509:3030). Mandatory |
| LOV | Tax type | Specifies the type of tax to which this document type is linked. Specifies the type of tax to which this document type is linked. A LOV is available from the List of Tax Types page (509:2231) for selection. |
| Checkbox | Document Approval | If selected, then this type of document requires approval. |
| Checkbox | Certificate | If checked, then this type of document is a certificate. This check box cannot be unchecked while Validity Period in Months is not null. Trying to deselect it, the system raises the following warning message: "You must remove before your validity period". |
| Checkbox | Motor Vehicle Sticker | If checked, then this document is a sticker to be applied on a motor vehicle. |
| Checkbox | Is Duplicata | If checked, then this document is a duplicate. |
| Checkbox | Is Transfer Property | If checked, then this document is used for a property transfer. |
| Checkbox | Is Prop Exemption | A selected check box indicates that this document is used for a property exemption. |
| Checkbox | Is Payment Document | A selected check box indicates that the document can be used as a payment document. The appropriate code, as entered in the Document Code field of the Tax Type (509:1001) page, should be added as a prefix to the document number on any printed documents of the indicated type. Also, a check-digit is appended to the resulting 15-character identifier. |
| Checkbox | Val To Print | A selected check box indicates that this type of document requires validation by SIGTAS before it can be printed. |
| Checkbox | Can Be Exempted | A selected check box indicates that the business activity exemption applies for the selected certificate.This check box can only be selected for documents designated as certificates (in other words having the Certificate flag selected). Refer to the field Validate of the screen Create/Print Application Form (TR310S) for the validation logic. Validation rules: (1) This checkbox cannot be selected while Certificate flag is unchecked. Trying to select it, the system raises the following warning message: "This is not a document of type certificate". (2) If checked, then the field Exemption Letter should have some value, otherwise the error message is raised - 5601 "The field Exemption Letter is mandatory. Please enter a value." |
| Checkbox | Send To eFiling | If checked it indicates that this Document Type can be sent to eTax. |
| Checkbox | For Project Exemption | If checked, this Document Type can be used for exempted/exonerated projects. |
| LOV | Expiration Date | Displays the date after which the Document Type can no longer be applied. A LOV is available for selection. |
| Field | Vaidity Period In Months | The validity period (expressed in number of months) for this document type. Enabled and required only if the value "Validity Period in Months" has been selected in Expiration Date field. Manually captured. |
| LOV | Exemption Letter | Allows the user to select a letter to be automatically generated if the taxpayer is exempted from the selected certificate. A LOV is available for selection. Possible values: (1) Notice of Rejection – Title; (2) Another Notice of Rejection – Title; (3) Another Remittance Letter. Validation rules: (1) A value can be selected in this field only if the check box Can be exempted is selected in which case this field becomes mandatory. Following the selection, the letter number is displayed in this field. (2) If the Can Be Exempted flag is unchecked, then the field Exemption Letter is reset to null. |
| Button | Delete | Deletes a document type. Available only while consulting an existing type. Validation rules: It is not allowed to delete a document type if a document of this type has already been created. |
| Button | Save | Saves the document type information, closes the popup window Document Type (509:15111) and redirects the user to the page Document Types (509:15110) which will be refreshed with the new line. |
| Button | Save and create | Saves the document type information, keeps the user on the same window and clears all fields in order to be able to capture a new type. |