Before we provide examples of eligibility criteria, we need to explain two concepts: Criteria Groups and Eligibility Criteria. A rate component's criteria groups control whether rate application executes a rate component. At a high level, it works like this:
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A criteria group has one or more eligibility criteria. A group's criteria control whether the group is considered True or False.
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When you create a group, you define what should happen if the group is True or False. You have the following choices:
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The rate component should be applied
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The rate component should be skipped
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The next group should be checked
We'll use the following example to help illustrate these points. Assume a rate component is only eligible if:
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The taxpayer is a low income taxpayer and has no overdue obligations.
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OR, the taxpayer isn't a low income taxpayer and has no more than one overdue obligation.
This rate component requires two eligibility groups because it has two distinct conditions:
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IF (Taxpayer is low income AND the taxpayer has no overdue obligations)
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IF (Taxpayer is NOT low income AND the taxpayer has no more than one overdue obligation)
If either condition is true, then the rate component is eligible.
You'd need to setup the following criteria groups in order to support this requirement:
|
Group No. |
Group Description |
If Group is True |
If Group is False |
|
1 |
Taxpayer is a low income taxpayer and has no overdue obligations |
Eligible |
Check next group |
|
2 |
Taxpayer is NOT a low income taxpayer and has no more than one overdue obligation |
Eligible |
Ineligible |
The following criteria will be required for each of the above groups:
|
Group 1: Taxpayer is a low income taxpayer and has no overdue obligations |
||||
|
Seq |
Logical Criteria |
If Eligibility Criteria is True |
If Eligibility Criteria is False |
If Insufficient Data |
|
10 |
Taxpayer is low income |
Check next condition |
Group is false |
Group is false |
|
20 |
Taxpayer has no overdue obligations |
Group is true |
Group is false |
Group is false |
|
Group 2: Taxpayer is NOT a low income taxpayer and has no more than one overdue obligation |
||||
|
Seq |
Logical Criteria |
If Eligibility Criteria is True |
If Eligibility Criteria is False |
If Insufficient Data |
|
10 |
Taxpayer is NOT low income |
Check next condition |
Group is false |
Group is false |
|
20 |
Taxpayer has no more than one overdue obligation |
Group is true |
Group is false |
Group is false |
The next section describes how you'd setup the specific logical criteria in each of the groups.