Documentation | User Guide

Documentation | User Guide

Tax Account Module

This guide is intended primarily for the user of SIGTAS. It details the procedures and functionalities making it possible to register and manage tax accounts. It allows for the capture of inactivity periods and manual transactions. In this module, the user can, among other things, create opening balance references, transfer taxpayers and produce account statements.

This module is composed of several large sections. Each section is treated individually and presents the main functionalities of the component. This page displays all the functionalities available in the Tax Account module. The display order of the sections corresponds to that of SIGTAS (left section of the home menu). However, for ease of reading, the functionalities presented in the following sections are displayed in alphabetical order.

In order to lighten the content of the guides, the following sections do not document the procedures for closing, modifying, and deleting, since they apply the same way to all pages. However, these functionnalities are described in more details in the Close, Edit, and Delete section of the About SIGTAS guide.

To access guides, click on the corresponding link:

  • Documents in Batch
  • Functionalities
  • Inactivity Periods
  • Manual and Transfer Transactions
  • Opening Balance References
  • Tax Account
  • Transfer of Taxpayers

Reports

SIGTAS provides users with a series of interactive reports making it possible for the user to generate data according to various parameters. To know how to generate and print interactive reports, click the following link: Reports

To access the reports:

  1. Go to the Tax Account module;
  2. Choose the Reports menu;
  3. Click on the report to be displayed.

The reports in the Tax Account module are:

  1. Accounts in Arrears (No Acct Balances). This interactive report displays accounts in arrears based on various search criteria, such as Tax Division, Tax Type, etc (503:10004);
  2. Account Inactive Period. This interactive report displays inactive account period based on various search criteria, such as Tax Account No, TIN, etc. (503:10002);
  3. Global statistics. This interactive report displays global statistics based on various search criteria, such as Tax Type, Form Title, etc. (503:10000);
  4. Licences: This interactive report displays licences based on various search criteria, such as Tax Type, Tax Division, etc. (503:10005);
  5. List of VAT Credit Filers. This interactive report displays the list of VAT credit filers based on the tax period (503:10008);
  6. Opening Arrears Penalty & Interest Calculation Summary. This interactive report displays the opening arrears penalty and interest calculation summary based on various search criteria, such as Job No, Date Run, etc. (503:10007);
  7. Tax Accounts. This report prints the list of tax accounts based on Tax Type, Tax Division, etc. (503:10001);
  8. Tax Account Statistics. This report prints the tax account statistics as per Tax Division (503:10003);
  9. Transactions With No Tax Accounts. This interactive report displays the transactions with no tax acconts based in various search criteria, such as TIN, Tax Payer Name, etc. (503:10006);
  10. Transfer History of Tax Accounts. This interactive report displays the transfert history of tax accounts based on various search criteria, such as TIN, Tax account No, etc. (503:2028).
  11. Outstanding Amounts and Overpayments for a Taxpayer. This report displays the oustanding amounts and overpayments for a given taxpayer, selected by TIN, name, period etc. (503:2034)
  12. Tax Accounts Transferred in Batch. This report displays the data loaded, transferred and not transferred to SIGTAS, based on the job number among other criteria. (503:10010)