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SIGTAS Administration Validations Operations Forms Display tax period history - Configuration details

Display tax period history - Configuration details

This page displays configuration details about tax period history.

List of Tax Periods

Screen Name	Page
List of Tax Periods	509:15720

Type	Name	Details
Display Field	Tax Type	The tax type associated to the form.
Display Field	Form No.	Identifies the form used by the Tax Department.
Display Field	Form Title	The title of the form
Display Field	Version No.	The version number of the form
Display Field	Effective Date	The date on which the version becomes effective.

Tax Periods

Screen Name	Page
Tax Periods	509:15721

The top section is automatically populated with selected form version information, once the page is loaded. The fields are the same as above.
The following columns are the only ones not described in the Tax Period (509:15722) section below:

Type	Name	Details
Display Field	Uplift (%)	Uplift factor to be used on calculation of installment amounts (method 5).
Display Field	Pen Trig (%)	Underestimation penalty trigger. Indicates the percentage to be used to determine if underestimation penalties will be applied (when installment has been underestimated - method 5).
Button	Create	A click on this button redirects the user to the page Tax Period (509:15722) allowing the user to add a new tax period to the form version.
Button	Import From Another Form	A click on this button opens the popup Select a Version to import (509:15724) displaying a list of all the form versions having tax periods configured already except those of the current form. Validation rules: If a form version is selected, then (1) If at least an assessment is linked to the selected form-version, then an error message is raised -9430: “You cannot replace these lines, an assessment already exists”. (2) If no assessment is linked to the current form version, then If the tax type of the selected version is associated to an imposition base, then the user receives a confirmation message: -10524: “The tax periods to be imported correspond to a tax type with a different imposition base configuration. Do you want to load these lines?) Clicking “Yes”, the system imports the tax periods of the selected form version. Clicking “No”, the popup is closed, and the operation is aborted. Otherwise, the user receives a confirmation message: -9434: “The current periods will be deleted. Do you want to continue?" Clicking “Yes”, the system replaces the current tax periods with those of the selected form version. Clicking “No”, the popup is closed, and the operation is aborted.
Button	Tax Period History	A click on this button redirects the user to the page Tax Period History (509:14), to consult the history of tax periods updates. The list is restricted to tax periods of the selected form and version.

Tax Period

Screen Name	Page
Tax Period	509:15722

Type	Name	Details
LOV	Period Type	It is either calendar (Jan 1 – Dec 31) or fiscal year type. A LoV is available from the page Standard Base Tables (509:6000) with Table Name = ‘TAX PERIOD TYPE’ Possible values: Fiscal Year, Calendar Year Only Mandatory Once a tax period is created and saved this field, is disabled and cannot be modified.
Field	Year	Indicates the taxation year Mandatory If the tax period is linked to a calculated non reassessed assessment, then this field is read only.
Field	Month/Week	Indicates the month of the year and the week of the month. Date picker Available for calendar-type tax periods only. If the tax period is linked to a calculated non reassessed assessment, then this field is read only. Validation rules: If Week is not null, then month must have some value, otherwise an error message is raised -10099 "If field "Week" is entered, then "Month" is mandatory." Week for exercise tax must be in range of 1 to 3. A combination of Year, Month and Week should be unique.
Field	Start Date	Specifies the date on which the period starts. Date picker Available and required for calendar-type tax periods only. If the tax period is linked to a calculated non reassessed assessment, then this field is read only.
Field	End Date	Specifies the day on which the period ends. Date picker Available and required for calendar-type tax periods only. If the tax period is linked to a calculated non reassessed assessment, then this field is read only. Validation rules: Start Date should be less than End Date, otherwise an error message is generated -1818 “Start date must be earlier than end date.”
Field	Filing Due Date	If the specified period uses fixed dates (calendar-type tax period), then this is the date by which the form must be filed. Available and required only for calendar-type tax periods. Validation rules: Filing Due Date should not be a weekend, otherwise an error message is generated -10498 “This due date falls on a weekend.” Filing Due Date should not fall on a public holiday, otherwise an error message is generated -1467 “This due date falls on a public holiday.”
Field	Filing Due Date Interval	Contains the number of days or months (>=0), after the end of the enterprise fiscal year, when the form must be filed. Available and required for fiscal-type tax periods only.
LoV	Payment Date Base	Specifies how to determine the payment due date. If a period type is selected a LoV is available from the page Standard Base Tables (509:6000) with Table Name = TAX PERIOD DATE BASE. Otherwise the list is empty. Possible values: 1- For fiscal-type tax periods: Actual Filing Date, Date of role, Date of Assessment, Fiscal Date, Function 2- For calendar-type tax periods: Actual Filing Date, Date of role, Date of Assessment, Fixed Date Validation rules: This field cannot be updated if there are existing assessment notices for the current period.
Field	Assess Days	The number of days after the assessment notice has been printed when the payment is due. Enabled only if Payment Date Base is Actual Filing Date or Date of role or Date of Assessment. Required for calendar-type tax periods with Payment Date Base equal to Actual Filing Date or Date of role.
Field	Payment Due Date Function	Determines the tax function to be used to return the payment due date. Available and required only for fiscal-type tax periods with Payment Date Base equal to Function.
Field	Payment Due Date	If the period uses fixed dates, then this is the date by which full payment must have been received. Available and required only for calendar-type tax periods with Payment Date Base equal to ‘Fixed Date’. Validation rules: Payment Due Date should not be a weekend, otherwise an error message is generated -10498 “This due date falls on a weekend.” Payment Due Date should not fall on a public holiday, otherwise an error message is generated -1467 “This due date falls on a public holiday.”
Field	Payment Due Date Interval	If the tax period is of a fiscal type, then this represents the number of days or months, after the end of the enterprise fiscal year, when the payment is due. Available and required only for fiscal-type tax periods with Payment Date Base equal to Fiscal Date.
Field	Payment Due Date Interval Type	Specifies if the interval of the Pay Due Date Interval field is expressed in days or months. Available and required only for fiscal-type tax periods with Payment Date Base equal to Fiscal Date. Available and required only for fiscal-type tax periods with Payment Date Base equal to Fiscal Date.
Field	Imposition Base	The imposition base for the tax period. This is used for tax types where there are: more than one filing period, for example some taxpayers file monthly, some quarterly; or more than one form for the same period for different taxpayers, one form for regular taxpayers and one form for special taxpayers.
Field	Transaction Date	Allows to configure the transaction date for the period. A LoV is available for selectio n Possible Values: 1- Filing Due Date; 2- One day after Tax Period End Date. Mandatory Validation rules: This field cannot be updated if there are existing assessment notices for the current period.
Checkbox	Tax On Role	If checked, then all the assessments for this specific tax period have to be treated in a batch assigned to a fiscal role where the payment due date for these assessments is determined within that fiscal role. Display field. If Payment Date Base is Date of role, then this flag is automatically checked.
LoV	Installment method	Defines the method used to calculate installments. A LoV is available from the page Standard Base Tables (509:6000) with Table Name = INST_METHOD. Possible Values: Installment Based On Previous Year, Installment Based On Previous Year/Current Year Comparisons, Installment Method 5, Installment Method 6, Installment Method 7. Validation rules: If the tax type of the linked form has Installments by Default flag is checked, then this field must have some value, otherwise an error message is raised -9154 “Installment method is mandatory.”
Checkbox	Inst. Offset App. Only On Tax Amt.	If selected, all installment pre-payments will be used to compensate tax only and NOT the installment penalties and interests.
Checkbox	First Year Single Inst.	If checked, the installment rate is applied only for the first year of exploitation.
Checkbox	Inst.calc. ONLY if first assess.	If checked, inst. is calculated ONLY if the asst is the 1st one for the period and not a reassess. If unchecked, inst is calculated whether the asst is the 1st one for the period or even if it is a reassess.
Checkbox	Original Use Receipt Date	Applies ONLY to the FIRST (ORIGINAL) assessment. Charges, from "due date + 1" up to and including "reception date", use the rate in effect on "reception date." Charges after "reception date" use the rate in effect on the pen/int charge day. Validation rules: This field cannot be updated if there are existing assessment notices for the current period.
Checkbox	Increm. Pen & Int	Applies ONLY to reassessments. Each reassessment uses the rules for 'additional' assms - eg. calculates pen/int only on the 'additional' amount (if any) determined by that specific reassm - instead of using the whole amount, as was normally done in SIGTAS. Validation rules: This field cannot be updated if there are existing assessment notices for the current period.
Checkbox	Tax Dept Uses Reassm Create Date	Applies ONLY to reassessments triggered by the Tax Dept. - Charges, from "due date + 1" up to and including "reassm create date", use the rate in effect on "reassm create date". - Charges after "reassm create date" use the rate in effect on the pen/int charge day. Validation rules: This field cannot be updated if there are existing assessment notices for the current period.
Checkbox	Tax Payer Uses Reassm Create Date	Applies ONLY to reassessments triggered by the Taxpayer. - Charges, from "due date + 1" up to and including "reassm create date", use the rate in effect on "reassm create date". - Charges after "reassm create date" use the rate in effect on the pen/int charge day. Validation rules: This field cannot be updated if there are existing assessment notices for the current period.
Button	Save	Saves the tax period, closes the popup window Tax Period (509:15722) and redirects the user to the page Tax Period (509:15721) which will be refreshed with the new line. Validation rules: Year/month should be >= Form Effective Date, otherwise an error message is raised -1445 “Start date of tax period must be on or after form effective date.” Start Date should be >= Form Effective Date, otherwise an error message is raised -1445 “Start date of tax period must be on or after form effective date.” A tax period with the same form, same version, same year, same month, same week and same imposition base (if any) should be unique. It is not allowed to have more than one tax period with the same form, same year, same month, same week and same imposition base (if any). Start Date must be after End date of an existing period of this form. End Date must be after Start date of an existing period of this form. If Installment Method is not Method 6 and either First Year Single Inst. or Inst. Offset App. Only On Tax Amt. flag is checked then an error message is raised the -7110 “The -Installment by default- flag in the -Main Tax Type- screen should be checked if Installment fields are to be used on this screen.
Button	Save & Create	Saves the tax period, keeps the user on the same window and clear all fields in order to be able to create new records.
Button	Delete	Displayed only while updating an existing record. Validation rules: Cannot delete tax period while dependent tp install rate exists Cannot delete tax period while dependent tax transactions or documents or assessments or arrears transactions or other dependent records exist.