3.10.5 Amend UH Non Tax Limits Record

This topic provides the systematic instructions to amend UH Non Tax Limits record.

1. Modify the details of an authorized record using the Unlock operation from the Action List. To make changes to a record after authorization:
   1. Start the UH Non Tax Limits Summary screen from the Browser.
   2. Select the status of the record that you want to retrieve for amendment.
      You can only amend authorized records.
   3. Specify any or all of the details and click Search button.
      All records with the specified details are retrieved and displayed in the screen.
   4. Double-click the record that you want to amend.
      The UH Non Tax Limits Detail screen is displayed.
   5. Select Unlock operation from the Action List to amend the record.
   6. Amend the necessary information and click Save to save the changes.
2. When you retrieve a Non Tax limits record for the purpose of amendment in this screen, it is displayed in the UH Non Tax Limits Setup Detail screen, in Amend mode. All the non-editable field values are displayed as labels, while the editable fields are enabled for data entry changes.

   Note:

   When you make changes to any authorized record in the system database through the amendment operation, the record with the amended information is saved as an unauthorized record in the system. For your amendment changes to be effective, the amended record must be subsequently authorized. When it is authorized, it is saved in the system database as an authorized record with the amendment information, and is effective.

   If you change the Non Tax limits at any level during amendment, the altered value must not fall below the utilized portion of the limits, as on the date of amendment. At any level, the utilized portion of the limits as on the date of viewing or amendment, are displayed in the Utilized Limit (or Amount) field on the screen.

3. Change of Information for a Non Tax Limit Record through Amendment: Changes to the Non Tax limit record will be necessary in the following situations:
   1. The unit holder’s Non Tax limit has changed.
   2. The unit holder has been made legally ineligible for the Non Tax limit, or the eligibility has been legally stopped or withdrawn.
   3. The death of the unit holder.
4. During amendment, you can specify the change that has been made, in the Change Information Status field. You must also specify the date on which the supporting documents for the change were received, in the Document Received Date field.
5. If the unit holder has been made legally ineligible to avail the Non Tax limit, or the eligibility has been legally stopped, you must specify the Non Tax limit to zero, in the Total Sanctioned Limit field.