Example of Creating Qualifying Relocation Expenses and Benefits Taxable Benefits for the UK

This example describes how you can create qualifying reloaction expenses and benefits taxable benefits for the UK.

The Qualifying Relocation Expenses and Benefits card component for the UK Taxable Benefits card has this shape:

uk taxable benefits relocation expenses 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 Qualifying Relocation Expenses and Benefits card component for employee assignment E456732.

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_456732|UK LDG|Taxable Benefits|2020/01/01|E456732

METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|DirCardCompDefName|Context1
MERGE|CardComponent|VISION|TB_456732_RELOC|UK LDG|TB_456732|2020/01/01|Qualifying Relocation Expenses and Benefits|Relocation Reference

METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompId(SourceSystemId)|EffectiveStartDate|DirCardCompDefName|FLEX:Deduction Developer DF|DirInformationCategory|_PROCESS_OR_REPORT(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)|_GROSS_AMOUNT_QUAL_EXPENSES(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)|_COST_TO_EMPLOYER(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)|_PAYMENT_MADE_EMPLOYEE(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)|_COST_QUAL_LIVING_ACCOMD(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)|_AMOUNT_QUAL_EXPENSES(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)|_TAX_PROCESSING_RULE(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)|_CASH_EQUIVALENT(Deduction Developer DF=ORA_HRX_GB_QUAL_RL_EXPS_2017)
MERGE|ComponentDetail|VISION|TB_456732_RL_EXPS2017|UK LDG|TB_456732_RELOC|2020/01/01|Qualifying Relocation Expenses and Benefits|ORA_HRX_GB_QUAL_RL_EXPS_2017|ORA_HRX_GB_QUAL_RL_EXPS_2017|PAYROLL|7000|3000|2000|1500|2500|ACROSS_TAX_YEAR|2000

METADATA|CardAssociation|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|EffectiveStartDate|TaxReportingUnitName
MERGE|CardAssociation|VISION|TB_456732_TRU|UK LDG|TB_456732|2020/01/01|UK TRU

METADATA|CardAssociationDetail|SourceSystemOwner|SourceSystemId|DirCardCompId(SourceSystemId)|DirRepCardId(SourceSystemId)|EffectiveStartDate|AssignmentNumber
MERGE|CardAssociationDetail|VISION|TB_456732_AD_RELOC|TB_456732_RELOC|TB_456732_TRU|2020/01/01|E456732