2.2.23 Tax Compliance Button

This topic provides the systematic instructions to enter the tax compliance details.

Once a new unit holder is created in the system, and on saving the unitholder; indicia checks are triggered. If Indicia are identified for the unit holder, the details are updated in Tax Compliance screen. If indicia is not triggered for the unitholder created then this sub screen will be blank.

1. On Unit Holder Maintenance Detail screen, click Tax Compliance button.
   The Tax Compliance screen is displayed.

   Figure 2-26 Unit Holder Maintenance Detail_Tax Compliance Button

   
   

   
   Description of "Figure 2-26 Unit Holder Maintenance Detail_Tax Compliance Button"

   
   
2. On Tax Compliance screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-27 Tax Compliance - Field Description

   Field	Description
   Tax Compliance	Display The system displays the tax compliance for which the indicia is identified.
   Description	Display The system displays the description of the tax compliance.
   Tax Jurisdiction	Display The system displays the country code for which indicia attributes are identified.
   Description	Display The system displays the country name.
   Indicia	Display The system displays the indicia value as Yes.
   Compliance Status	Display The system displays the tax compliance status of the account for the TAX jurisdiction where indicia identified. Note: If indicia is found for a unitholder then the Tax jurisdiction for indicia is identified will be updated with indicia as Yes and Compliance Status field value will be set to Reportable.