Example of Creating Vouchers and Credit Cards Taxable Benefits for the UK

This example describes how you can create taxable benefits for vouchers ans credit cards for the UK.

The Vouchers and Credit Cards card component for the UK Taxable Benefits card has this shape:

uk taxable benefits vouchers component

Refer to the Guidelines for Loading Taxable Benefits for the United Kingdom topic for the attributes to supply for each record type.

This example creates a Taxable Benefits card with the Vouchers and Credit Cards card component for employee assignment E442637.

The CalculationCard.dat file is used to bulk-load Taxable Benefits cards with HCM Data Loader:

METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|EffectiveStartDate|AssignmentNumber
MERGE|CalculationCard|VISION|TB_442637|UK LDG|Taxable Benefits|2020/01/01|E442637

METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|DirCardCompDefName|Context1
MERGE|CardComponent|VISION|TB_442637_VCC|UK LDG|TB_442637|2020/01/01|Vouchers and Credit Cards|Voucher or Credit Card reference

METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompId(SourceSystemId)|EffectiveStartDate|DirCardCompDefName|FLEX:Deduction Developer DF|DirInformationCategory|_PROCESS_OR_REPORT(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)|_COST_TO_EMP_OR_VALUE(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)|_AMOUNT_MADE_GOOD(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)|_TAX_PROCESSING_RULE(Deduction Developer DF=ORA_HRX_GB_BSC_BENEFIT_2017)
MERGE|ComponentDetail|VISION|TB_442637_VCC_BEN2017|UK LDG|TB_442637_VCC|2020/01/01|Vouchers and Credit Cards|ORA_HRX_GB_BSC_BENEFIT_2017|ORA_HRX_GB_BSC_BENEFIT_2017|PAYROLL|2000|100|ACROSS_TAX_YEAR

METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|TaxReportingUnitName
MERGE|CardAssociation|VISION|TB_442637_TRU|UK LDG|TB_442637|2020/01/01|UK TRU

METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirCardCompId(SourceSystemId)|DirRepCardId(SourceSystemId)|EffectiveStartDate|AssociationAssignmentNumber
MERGE|CardAssociationDetail|VISION|TB_442637_AD_VCC|TB_442637_VCC|TB_442637_TRU|2020/01/01|E442637