9.3 Tax Compliance Setup Summary

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

Retrieve Tax Compliance Record

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

    Figure 9-2 Tax Compliance Setup Summary


    Description of Figure 9-2 follows
    Description of "Figure 9-2 Tax Compliance Setup Summary"

  2. On Tax Compliance 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
    • Tax Compliance Rule Type
    • Effective Date
  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 parameter in the screen
    • Press F8
  4. Perform Edit, Amend, and Authorize operations by selecting the desired operation from the Action list. You can also search a record by using a combination of % and alphanumeric value.
    For example, you can search the record for tax compliance code by using the combination of % and alphanumeric value.
    • Search by A%: The system will fetch all the records whose Tax Compliance Rule Type starts from Alphabet ‘A’. For example, ACCB.
    • Search by %7: The system will fetch all the records whose Tax Compliance Rule Type has 7. For example: ACT7

Parent topic: Common Reporting Standard