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SIGTAS Administration Validations Operations Forms Create a tax form - Configuration details

Create a tax form - Configuration details

This page displays configuration details about creating tax forms.

Tax Form

Screen Name	Page
Tax Form	509:1004

Type	Name	Details
Field	Form No.	A free text to enter a unique number to each form (15 characters maximum) Mandatory Creation Mode: Field always enabled, manually captured Update Mode: Display only.
Checkbox	Consolidated Form	A selected checkbox means that this form is a consolidated form. Default value: unchecked. Always enabled.
LoV	Tax Type	The tax type associated to the tax form. Creation Mode: A LoV is available from the List of Tax Types (509:2231) page for selection. Mandatory Update Mode: Display only
Field	Form title	Free text allowing the user to enter a unique title for the form. A click on the planet icon redirects the user to the page Dictionary (509 :50005) to add/modify the translation of the form title in the languages defined by the rule 88 « LANGUAGES_TO_DISPLAY » in the page General Rules (509 :3030), using the page Translation (509:50006) called by the Create button or the pen icon. Mandatory. The planet icon is visible only if Form Title is not null
Field	Description	Free text allowing the user to enter a unique description for the form. A click on the planet icon redirects the user to the page Dictionary (509 :50005) to add/modify the translation of the form description in the languages defined by the rule 88 « LANGUAGES_TO_DISPLAY » in the page General Rules (509 :3030), using the page Translation (509:50006) called by the Create button or the pen icon. Mandatory. The planet icon is visible only if Description is not null.
Field	Introduction Text	Free text allowing the user to enter an introductory text for the form (4000 characters max). A click on the planet icon redirects the user to the page Dictionary (509 :50005) to add/modify the translation of the introduction text in the languages defined by the rule 88 « LANGUAGES_TO_DISPLAY » in the page General Rules (509 :3030), using the page Translation (509:50006) called by the Create button or the pen icon. The planet icon is visible only if Introduction Text is not null.
Button	Save	Saves the Form information, keeps the user in the page Tax Form (509:1004) and enables the Form Versions section. Validation rules: If the entered Form Title or Description exists already an error message is raised.
Button	Delete	Displayed only while updating an existing tax form. Validation rules: If this tax form has matching form versions, then an error message is generated -30427 “You cannot delete master record when matching detail records exist.”

Form Versions section

Screen Name	Page
Tax Form	509:1004

Type	Name	Details
Display field	Version No.	The number automatically assigned by SIGTAS to each form version created.
Display field	Revision date	The date on which the version was revised.
Display field	Effective Date	The date on which the version becomes effective.
Button	Create	A click on this button redirects the user to the page Form Version (509:3084) allowing the user to add a new version to the form.

Form Version

This screen can be called from the page Tax Form (509:1004) by clicking on the Create button to allow the user to add a new version to the form, or by clicking on the pen icon to consult and eventually update or delete an existing form version.

Screen Name	Page
Form Version	509:3084

Type	Name	Details
Field	Form No.	Identifies the form attached to the version. Display only.
Field	Tax Type	The tax type associated to the form. Display only
Field	Form Title	Displays the title of the form. Display only
Field	Version No.	The number automatically generated by SIGTAS after saving a newly created form version. Display only
Field	Revision date	The date on which the version was revised. Date picker. Validation rules: (1) This revision date should be greater than any previous version revision date, otherwise an error message is generated -1068 “This version of the form must have been revised after the previous version” (2) Revision date should be less than Effective Date, otherwise an error message is generated -1053 “Revision date must be before effective date. Mandatory
Field	Effective Date	The date on which the version becomes effective. Date picker Validation rules: An Effective Date cannot be assigned to a form more than once, otherwise an error message is generated -9180 “The combination of Form No. and Start Date should be unique” Mandatory
Checkbox	Print if Assess amount = 0	If checked, an assessment notice will be printed even if the amount of tax to pay is zero.
Checkbox	Print Nothing For Remittance	If checked, no remittance will be printed.
Checkbox	Need Remittance for Assess	If checked, this form version must have a remittance form filed by the taxpayer (in other words, you cannot use the Immediate Assessment feature with this form).
Field	Has Installment	Identifies which tax type is used as an installment tax for this tax form version, if applicable. A LoV is available from the page List of Tax Types (509:2231) for selection. The list is restricted to installment tax types.
Field	Remittance Notice Type	Specifies the type of remittance notice layout to be used. A LoV is available from the page List of Remittance Notice Reports (509:16600). A click on the LoV redirects the user to the Select a Remittance Notice Type popup (509:4034) for selection. Validation rules: This field should have some value if the flag Print Nothing For Remittance is checked, otherwise an error message is generated -6091 “Remittance notice type number must be entered”.
Field	Assessment Notice Type	Specifies the type of assessment notice layout to be used. A LoV is available from the page List of Assessment Notice Reports (509:16630). A click on the LoV redirects the user to the Select an Assessment Notice Type popup (509:4032) for selection. Mandatory
Field	installment Tax Type for Consolidated Form	If the instalment is on a consolidated form, this is used to indicate the tax type used for instalment. A LoV is available from the page List of Tax Types (509:2231) for selection. The list contains all tax types
Field	Algorithm Variable Group	Algorithm Variable to be used in the Mass Valuation. Available and mandatory only if Tax Type Reference is Valuation Algorithm (Tax Type Reference No =38). A LoV is available for selection.
Button	Save	Saves the version information, keeps the user in the page Form Version (509:3084) and enables the Assessment Notices section. Displayed only if no tax period is associated to the form version. Note:If the form version is associated to a tax period, then all the fields are display only and the buttons Save and Save and Create are unavailable.
Button	Save&Create	Saves the Version information, keeps the user on the same window and clear all fields in order to be able to capture a new form version. Display only if no tax period is associated to the form version.
Button	Delete	Displayed only while updating an existing form version. Validation rules: A form version cannot be deleted if it is attached to a form line or to a tax period

Assessment Notices section

Screen Name	Page
Form Version	509:3084

Type	Name	Details
Display Field	letter No.	Specifies the layout to attached to the form version. A hyperlink to the popup page Add a Form Layout (509:12017)
Display Field	Letter Title	The title of the letter (layout)
Display Field	Letter Type	The type of the notice
Display Field	Letter Subtype	The subtype of the notice if the notice has a subtype.
Button	Create	A click on this button redirects the user to the page Add a Form Layout (509:12017) allowing the user to add a new layout to the version.

Add a Form Layout pop-up window

This screen can be called from the page Form Version (509:3084) by clicking on the Create button to allow the user to add a new layout to the version, or by clicking on the pen icon to consult and eventually delete an existing layout.

Screen Name	Page
Add a Form Layout pop-up window	509:12017

Type	Name	Details
LoV	Letter No.	The number of the layout attached to the form version. Creation Mode: A click on the LoV redirects the user to the Select Form Layout popup page (509:12018) for selection. The popup displays the List of Letters and Reminders from the List of Assessment Notice Reports page (509:16630) restricted to letters of type: NOTICE OF ASSESSMENT NOTICE OF REASSESSMENT NOTICE OF ESTIMATED ASSESSMENT NOTICE OF IMMEDIATE ASSESSMENT TAX REDUCTION NOTICE AMENDED RETURN NOTICE EX OFFICIO CORRECTION NOTICE Mandatory Update Mode:Display only
Display field	Letter Title	The title of the letter (layout) Automatically populated once the Letter No. has been selected
Display field	Letter Type	The type of the notice Automatically populated once the Letter No. has been selected
Display field	Letter Subtype	The subtype of the notice if the notice has a subtype. Automatically populated, if any, once the Letter No. has been selected
Button	Save	Saves the layout information, closes the popup window Add a Form Layout (509:12017) and redirects the user to the page Form Version (509:3084) which will be refreshed with the new line. Displayed in creation mode only.
Button	Save&Create	Saves the layout information, keeps the user on the same window and clear all fields in order to be able to capture a new form version. Displayed in creation mode only.
Button	Delete	Displayed only while consulting an existing layout.