Recording employee tax provisions
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Select the “Record Employee Tax Provisions” link from the left pane.
The “Record Employee tax Provisions” page appears.
The system displays the following.
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Date Format |
The date format applicable to the login user. Tell me more. |
Enter the following.
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Tax Set Up Unit |
From the drop-down list box, select the organization unit of the employee for which you require to record or edit the tax provision details. |
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Tax Year |
From the drop-down list box, select the tax year for which you require to record or modify the tax provisions details. |
The system displays the following.
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From Date |
The start date from which exemption details of a tax type are applicable. |
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To Date |
The end date until which the exemption details of a tax type are applicable. |
Enter the following.
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Tax Type |
From the drop-down list box, select any one of the following tax types
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Enter the following in the multiline.
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Item |
From the drop-down list box, select the tax item pertaining to the tax type. For example, if the Tax Type selected is “Section 10 – Allowances”, you can select “Subsistence Allowance” or “Computer Allowance” as a tax item. |
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Age |
From the drop-down list box, select any one of the following age factors of the employee
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Exempt Amount |
The amount for which tax is exempted for the item. |
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Exemption % |
The percentage of tax exemption for the item. |
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Per |
From the drop-down list box, select any one of the following frequency period for which the tax exemption is applicable.
This value is used to derive the exemption amount when a rule is specified. |
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Other |
Any other exemption details. |
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In Excess |
The excess amount used to derive the exempt amount when a rule is specified. |
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Whichever |
From the drop-down list box, select the condition against which you make the tax computations. This value is used to derive the exemption amount when a rule is specified. |
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Rule |
The general exemption rule used to compute the tax exemptions. Ensure that the rule is specified to derive the tax exemption amount. |
Select the “Save” pushbutton.
To retrieve the tax provision details from any previous tax year
From the drop-down list box, select the tax setup unit.
From the drop-down list box, select the tax year for which you require to record the tax provision details.
From the drop-down list box, select the tax type and age.
Enter the following.
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Default Tax Year |
From the drop-down list box, select the default tax year from which you require to retrieve the tax provision details. |
Select the “Search” pushbutton.
The system retrieves the tax provision details in the “Search Results” multiline. These tax provision details can be reused for the current tax year.
Select the “Save” pushbutton.
To edit or view the tax provision details
From the drop-down list box, select the tax setup unit.
From the drop-down list box, select the tax year for which you require to view the tax provision details.
From the drop-down list box, select the tax type and age.
Select the “Search” pushbutton.
The system retrieves the tax provision details in the “Search Results” multiline,
You require editing or viewing the tax provision details.
If you edit the tax provision details, you require to select the “Save” pushbutton.
Use this page to record, edit or view the employee tax provisions details.