A Rate Component With Tax Type Comparison

Imagine a rate component that is only eligible if the current taxpayer has two tax types. This rate component would need the following eligibility rules:

These rules require only one eligibility group on the rate component. It would looks as follows:

Group

No.

Group Description

If Group is True

If Group is False

1

Has real property AND personal property taxes

Apply rate component

Skip rate component

The following criteria will be required for this group:

Group 1: Has real property AND personal property taxes

Seq

Field to Compare

Comparison Method

If True

If False

If Insufficient Data

10

Algorithm: check if taxpayer has real property taxes

= True

Check next condition

Group is false

Group is false

20

Algorithm: check if taxpayer has personal property taxes

= True

Group is true

Group is false

Group is false

Both criteria are similar - they call an algorithm that performs a logical comparison. These algorithms are a bit counter intuitive (but understanding them will provide you with another way to implement complex eligibility criteria):

Both criterion works as follows:

Note:

Bottom line. The "field to compare" algorithm isn't actually returning a specific field's value. Rather, it's returning a value of True or False. This value is, in turn, compared by the "comparison method" and the group is set to true, false or check next accordingly.