Setting Up Tax Types

The tax type is used to define business rules for each type of tax you support. Tax type is required when defining any financial obligation so a catchall tax type of Other for write-offs, payment plans and other miscellaneous uses may be warranted.

A tax type is governed by a business object. The base product provides business objects that you may use or extend. Refer to the BO definitions in the application. Or you may create your own.

Open Admin > Tax Type to define the tax types used to define information about the tax types you support.

The topics in this section describe the base-package zones that appear on the tax type portal.

Tax Type List

The Tax Type List zone lists every tax type. The following functions are available:

Click the Add link in the zone's title bar to add a new tax type.

Tax Type

The Tax Type zone contains display-only information about a tax type. This zone appears when a tax type has been broadcast from the Tax Type List zone or if this portal is opened via a drill down from another page.

Please see the zone's help text for information about this zone's fields.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​SVC_​TYPE.

Overpayment Process Types

The Overpayment Process Type zone displays the list of overpayment process types that are valid for this tax type. Click the Add/Edit button to maintain this list.

The Usage flag may be used to mark a given overpayment process type to use as the default for a given scenario. For example, the product provides a usage value for indicating the Default for Tax Form Creation to indicate the overpayment process type to use when one is created as the result of a tax form. This is helpful if a given tax form rule may be used by different tax types.

Note: The usage flag is a customizable lookup. Implementers may add their own values. The lookup name is OP_​PROC_​TYPE_​USG_​FLG.