The Big Picture Of Rate Component Eligibility Rules

You can use eligibility rules to define the criteria when a rate component should be applied (or skipped). For example,

For example, you may have a rate component that is calculated if a taxpayer is a senior citizen. This rate component may have eligibility criteria that require the person to have a given characteristic type and value (this assumes you use a person characteristic to capture the taxpayer's date of birth) before the rate component is applied.
You may have a rate component that calculates a surcharge if the taxpayer uses 25% more than they used in the same period in prior year.

Note:

Eligibility rules are optional. If you put eligibility rules on a rate component, the rate component will be skipped or applied as per the instructions in the rules. If you don't put eligibility rules on a rate component, the rate component will be executed (i.e., rate components are eligible by default).

The topics in this section describe eligibility rules.

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