2.25 FCIS Withholding Tax Setup Summary

This topic provides the systematic instructions to perform the basic operations on the selected records.

• After you have set up the WHT details, you must have another user authorize them so that they would be effective in the system.
• Before the WHT details are authorized, you can edit them as many times as necessary. You can also delete a WHT record before it is authorized.
• After authorization, you can only make changes to WHT details through an amendment.
• The With-Holding Tax Find screen can be used for the following operations on WHT details:
  • Retrieval for viewing
  • Editing unauthorized details
  • Disabling unauthorized details if necessary. This is possible during editing or amendment.
  • Authorizing details
  • Amending authorized details

Retrieve Withholding Tax Setup Record

1. On Home screen, type UTSWHTAX in the text box, and click Next.
   The FCIS Withholding Tax Setup Summary screen is displayed.

   Figure 2-36 FCIS Withholding Tax Setup Summary

   
   

   
   Description of "Figure 2-36 FCIS Withholding Tax Setup Summary"

   
   
2. On FCIS Withholding Tax Setup Summary screen, specify any or all of the following details in the corresponding fields:
   • Authorization Status - If you choose the status, then the records matching the specified status are retrieved. If you do not choose any option, then all the records are retrieved.
   • Record status
   • Sequence Number
   • Entity Category
   • Entity Type
   • Investor Status
   • Effective Date
   • Fund ID
   • Tax ID
   • Dividend Component ID
   • Product ID
3. Click Search button to view the records.
   All the records with the specified details are retrieved and displayed in the lower portion of the screen.

   Note:

   You can also retrieve the individual record detail from the detail screen by querying in the following manner:

   • Press F7
   • Input any Withholding Tax setup parameter
   • Press F8
4. Perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operation from the Action list. You can also search a record by using a combination of percentage and alphanumeric value.

• Edit Withholding Tax Setup Record
  This topic provides the systematic instructions to edit Withholding Tax Setup record.
• View Withholding Tax Setup Record
  This topic provides the systematic instructions to view Withholding Tax Setup record.
• Delete Withholding Tax Setup Record
  This topic provides the systematic instructions to delete Withholding Tax Setup record.
• Authorize Withholding Tax Setup Record
  This topic provides the systematic instructions to authorize Withholding Tax Setup record.
• Amend Withholding Tax Setup Record
  This topic provides the systematic instructions to amend Withholding Tax Setup record.
• Authorize Amended Withholding Tax Setup Record
  This topic provides the systematic instructions to authorize amended Withholding Tax Setup record.
• Copy Attributes
  This topic provides the systematic instructions to copy attributes of Withholding Tax Setup.