Self Reported Tax Categories

Module Overview, Configuration | Installation | What’s New | wiki Map Module release version 6.0.1503 (April 2015) – (Last Update – Oct 24, 2016)

Overview

Overview
Reviewing Records
Self Reported Tax Categories command buttons
Self Reported Tax Categories tabs
General tab
Fields tab
Levies tab
Exemptions tab
Multimedia Codes tab
Setting up Self Reported Tax Categories
Self Reported Tax Category – General tab
Penalties and Interest tab
Discount tab
Penalties and Interest tab
Structure of ST_PARM_CATEG Table
Self-Reported Tax Exemptions by Categories
Late Payment Monthly Penalty Option
Table Modifications:
Structure of ST_PARM_CATEG Table
Self-Reported Tax Exemptions by Categories
Late Payment Monthly Penalty Option
Table Modifications:
Structure of ST_PARM_CATEG Table
Related Topics

Use the Self-Reported Tax Categories form to create categories for self reported tax. You can add penalties and discounts to the categories. Then, set up Fields and Levies for each category.

To access the Self Reported Tax Category form:
1. Launch the Govern New Administration (GNA).
2. Under the Application Configurations menu, select Business Tax > Categories…

Reviewing Records

Existing or newly created records are viewed on the left hand side in a list. Click to select a records, its properties will be displayed in the forms.

Self Reported Tax Categories command buttons

Create a New Item: Click to create a new Self Reported Tax (ST) category.
Cancel Changes: After creating a new category or when making changes to an existing one, the Create a ne w item button will change to the Cancel
Changes icon. Click to cancel changes to a newly created or existing category.
Save the Current Item: Click to save a category or changes.
Delete: Select and click Delete to remove a category.

Self Reported Tax Categories tabs

General tab

The General tab contains the parameters required to configure Penalties and Interest, and Discounts. See Self Reported Tax Category – General tabSelf Reported Tax Category – General tab.

Fields tab

Use the Self Reported Tax Fields form to create data entry fields and computed fields that follow custom computation rules on the Self Reported Tax function. See Modify fields of Self Reported Tax Categories Form.

Levies tab

Click the Levies tab to create tax levies for Business Tax. You can define a levy type and computation method for each levy. See Levies and Exemptions tabs.

Exemptions tab

To add exemptions by categories, click the Exemptions tab. See Levies and Exemptions tabs.

Exit: Click Exit to close the form; you will be prompted if there are unsaved changes.

Multimedia Codes tab

The Multimedia Codes tab is used to specify the Multimedia file types accepted by the system, and if a submission is mandatory (Is Required) with the record.
NOTE: The Multimedia file types that are supported by the system will vary depending upon administration setup.

Setting up Self Reported Tax Categories

To set up Self Reported Tax categories:
1. In the Categories form, click Create a New Item to clear the form.
2. Enter a Category Code.
3. Enter a Short Description and Long Description. This information is saved to VT_USR_ST_CATEG.
4. Select a Department.
NOTE: Self Reported Tax information is saved by Department.

5. When the category is not to be made available on the Web for the eGov Web Portal, click to select the Hide on Web option.

Self Reported Tax Category – General tab

Penalties and Interest tab

6. Under the Penalties and Interest tab, Enter penalties and interest charges, as percentages, and select AR Class Codes for each of the following:
7. Enter penalties and interest charges, as percentages, and select AR Class Codes for each of the following:

Late Filing
Minimum Late Filing
Late Payment
Incorrect Filing
Incorrect Payment
Negligence Penalty
Penalty for a Not Sufficient Funds (NSF) check.
Monthly Interest

8. Select an A/R class for adjustments.
9. Enter an amount in the Minimum Late Filing text box, if applicable.

Discount tab

To create a discount, you will need to do one of the following:

Create a fixed amount, by selecting Fixed Percentage. Enter the fixed percentage value.

Set up different percentages, by not selecting Fixed Percentage. Enter a percentage of a first amount, enter the amount. Now enter a percentage for the remaining amount.

10. Enter a maximum amount, in dollars, for the discount if applicable.
11. Click Save the current item on the Category tab.
12. Repeat this procedure for each category created.

Penalties and Interest tab

Monthly Late Payment Penalty group: You are able to specify a monthly penalty as an option when you are creating Business Tax categories. Three (3) fields are available in the ST_PARM_CATEG table.

Structure of ST_PARM_CATEG Table

The following is the structure of the ST_PARM_CATEG table.

Field Name	Data Type	Description
PEN_METHOD	Number	Value = -1 if Monthly late payment penalty applies; Value = 1 otherwise
PEN_MAX_PCT	Number	Maximum Late Payment PenaltyPercentage.
PEN_MAX_MONTH	Number	Maximum Number of Months of Late Payment Penalty.

Click to display the option in this group. They allow you to enable the Monthly Late Payment option; when selected, you may specify the Maximum number of months that the Penalty is applied.

1. In the Business Tax Categories form, click New to clear the form.
2. Select a department.
3. Enter a Category Code, Short Description and Long Description. This information is saved to VT_USR_ST_CATEG.
4. Enter penalties and interest charges, as percentages, and select AR Class Codes for each of the following:

Late Filing
Late Payment
Incorrect Filing
Incorrect Payment
Negligence Penalty
Penalty for a Not Sufficient Funds (NSF) check.
Monthly Interest

5. Select an A/R class for adjustments.

NOTE: The value that is entered in the Maximum Interest and Penalty value will be overridden by the value entered in the Minimum Late Filing parameter in the Self Reported Tax Categories form; In the Govern New Administration (GNA): Application Configurations > Business Tax > Categories.
For Example: If you owe $100.00, and a maximum interest and penalty charge is set to 25%, your penalty amount would be $25.00 Should the Minimum Late Filing charge be set to $50.00 in the Self Reported Tax Categories form, regardless of the calculation percentage, you will be charged $50.00.

Self-Reported Tax Exemptions by Categories

Occasionally, it may be necessary to apply exemptions to Self-Reported Tax (ST) records. The Exemptions tab of the Self Reported Tax Categories form allows you to configure exemptions to each of your SRT categories. In addition preferences can be set for when the calculation will apply, before or after the tax calculations.

You should first set up the A/R Classes for the Self-Reported Tax Categories in the Govern New Administration (GNA). For steps to create SRT classes, see Accounts Receivable Classes.

To set up exemptions in the Govern New Administration (GNA):
1. Select Applications Configurations (tab) > Business Tax > Categories.
2. In the Self-Reported Tax Categories form, create a new category or select an existing category.
3. Complete the form; enter the applicable percentages and select A/R Classes in the Penalties and Interest group.
4. If applicable, enter a Minimum Late Filing charge.
NOTE: The value that is entered in the Minimum Late Filing Charge parameter overrides any settings that may have been configured in the individual ST A/R Classes.

5. Click the Exemptions tab to configure exemptions.
6. Complete the parameters of the Category Exemptions form.
Exemptions can be applied by amount or by percentage. The exemption can also be applicable before or after the tax calculation.
7. Select whether the exemption will be by amount or percentage in the Exemption By group.
8. Select the point at which the exemption is applicable, before or after the tax calculation; make your selection in the Exemption Applicable group.
9. Click Save to complete your setup and return to the Business Tax Categories form.

Late Payment Monthly Penalty Option

To enter a Monthly Penalty for an SRT category in GNA.
1. Select Applications Configurations (tab) > Business Tax > Categories.
2. In the Penalties and Interest tab, click to select the Monthly Late Payment Penalty option.
3. Enter parameters for a Maximum number of months of late payment penalties.

Table Modifications:

The following modifications have been made to the ST_PARM_CATEG table.

Structure of ST_PARM_CATEG Table

The following is the structure of the ST_PARM_CATEG table.

Field Name	Data Type	Description
PEN_METHOD	Number	Value = -1 if Monthly late payment penalty applies; Value = 1 otherwise
PEN_MAX_PCT	Number	Maximum Late Payment Penalty Percentage.
PEN_MAX_MONTH	Number	Maximum Number of Months of Late Payment Penalty.

Click to display the option in this group. They allow you to enable the Monthly Late Payment option; when selected, you may specify the Maximum number of months that the Penalty is applied.

Late Filing
Late Payment
Incorrect Filing
Incorrect Payment
Negligence Penalty
Penalty for a Not Sufficient Funds (NSF) check.
Monthly Interest

5. Select an A/R class for adjustments.
NOTE: The value that is entered in the Maximum Interest and Penalty value will be overridden by the value entered in the Minimum Late Filing parameter in the Self Reported Tax Categories form; In the Govern New Administration (GNA): Application Configurations > Business Tax > Categories.

For Example: If you owe $100.00, and a maximum interest and penalty charge is set to 25%, your penalty amount would be $25.00. Should the Minimum Late Filing charge be set to $50.00 in the Self Reported Tax Categories form, regardless of the calculation percentage, you will be charged $50.00.

Self-Reported Tax Exemptions by Categories

in the Govern New Administration (GNA). For steps to create SRT classes, see Accounts Receivable Classes XXXXX.

To set up exemptions in the Govern New Administration (GNA):
1. Select Applications Configurations (tab) > Business Tax > Categories.
2. In the Self-Reported Tax Categories form, create a new category or select an existing category.
3. Complete the form; enter the applicable percentages and select A/R Classes in the Penalties and Interest group.

4. If applicable, enter a Minimum Late Filing charge.
NOTE: The value that is entered in the Minimum Late Filing Charge parameter overrides any settings that may have been configured in the individual ST A/R Classes.

5. Click the Exemptions tab to configure exemptions.
6. Complete the parameters of the Category Exemptions form.
Exemptions can be applied by amount or by percentage. The exemption can also be applicable before or after the tax calculation.
7. Select whether the exemption will be by amount or percentage in the Exemption By group.
8. Select the point at which the exemption is applicable, before or after the tax calculation; make your selection in the Exemption Applicable group.
9. Click Save to complete your setup and return to the Business Tax Categories form.

Late Payment Monthly Penalty Option

You are able to specify a monthly penalty as an option when you are creating your Self-Reported Tax categories. As a result of this feature, three (3) fields have been created in the ST_PARM_CATEG table. This option is enabled in the Govern New Administration (GNA).
To enter a Monthly Penalty for an SRT category in GNA.
1. Select Applications Configurations (tab) > Business Tax > Categories.
2. In the Penalties and Interest tab, click to select the Monthly Late Payment Penalty option.
3. Enter parameters for a Maximum number of months of late payment penalties.

Table Modifications:

The following modifications have been made to the ST_PARM_CATEG table.

Structure of ST_PARM_CATEG Table

The following is the structure of the ST_PARM_CATEG table.

Field Name	Data Type	Description
PEN_METHOD	Number	Value = -1 if Monthly late payment penaltyapplies; Value = 1 otherwise
PEN_MAX_PCT	Number	Maximum Late Payment PenaltyPercentage.
PEN_MAX_MONTH	Number	Maximum Number of Months of LatePayment Penalty.

Miscellaneous Billing (MB) – Initialize Year Data Batch Process

Overview

Govern OpenForms Miscellaneous Billing module is year based and the purpose of this functionality is to create the recurring invoices in choosen year for the invoices that have not expired.
The system will check the END date with the Current Menu date to make this determination.

The Initialize Year functionality is a Batch Process and like any other batch process, it can be setup by profile with role and user security, scheduled, monitored, etc.

The batch process name is [mb_init_year] and it will be created when the Verify Database is run for the first time after having deployed a 6.1.1609 deployment.
The batch process definition [103-mb-bp-006] is available using the import/export. (to be verified)
The same batch process can be setup in multiple batch process definitions (with different schedules, notifications, etc.)
The batch process definition can be setup as an Action Button or a Link item that can be placed on a standard Form or on the user Cool Bar.
See Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

This batch process can be accessed from:

Govern Administrator (GNA), select Application Configurations, Miscellaneous Billing,
Govern, open Profile Batch Process tool box window

Read More...Read Less...

Batch User Interface

The following user criteria will impact what invoices will be processed.
Selection Criteria
You can select criteria to refine the process or leave these fields blank to process all transactions.Year

Select the year for to copy

Recurring Code (Batch Name)

Enter the batch name or number for the records you are processing, or
Leave this field blank to process all transactions.
Mandatory

Category Code

Enter a category code to limit the process to invoices setup with this category code.

Issuing Department

Enter a department to limit the process to invoices setup/issued for this department.

Override Invoice Date

Used to override the invoice date that will be created.
If left blank will use the current date

The selection criteria for the From year is user persistent and will appear the next time the batch process is executed.
However, the destination year is not persistent, so this field will be reinitialized each time the batch process is executed

Batch Processing

General Batch Processing

The process definition can be executed in SYNC mode only and this mode will be forced or overridden upon execution.
The batch transaction Mode = “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default

Records to be Processed

Only the recurring invoices meeting these rules will be processed:

Recurring Invoices for the specified year
User Profile Current Date is superior to the Recurring Invoices Effective FROM Date and inferior to the Effective TO Date or end date.
- If Effective TO Date is blank, it will be set internally to 12/31 of the recurring invoice year.
User Profile Current Date must be in the 1/1 and 12/31 range of the selected year.

On Warning and Error Reporting
During the execution, standard warning and error messages will be presented in the batch result grid.

On error, the MB ID will be displayed in the message text. Note: Double-click on the message to access and copy the full text

On completion

The following standard information will be displayed:

Parameters and Options used
Total number of records read
Total number of records processed

Log File

At the end of the batch process, a log will be created:

Log file called mbInitializeYear.log

Troubleshooting

The following is to help troubleshoot the batch process.

After changes, it is always best to compute for a single year and small dataset
The parcel id is listed in the error message
Turning on the Govern Diagnostic Tool
Turning on the SQL Profiler Tool (system administrator)

Overview

Table of Contents

Reviewing Records

Self Reported Tax Categories command buttons

Self Reported Tax Categories tabs

General tab

Fields tab

Levies tab

Exemptions tab

Multimedia Codes tab

Setting up Self Reported Tax Categories

Self Reported Tax Category – General tab

Penalties and Interest tab

Discount tab

Penalties and Interest tab

Structure of ST_PARM_CATEG Table

Self-Reported Tax Exemptions by Categories

Late Payment Monthly Penalty Option

Table Modifications:

Structure of ST_PARM_CATEG Table

Self-Reported Tax Exemptions by Categories

Late Payment Monthly Penalty Option

Table Modifications:

Structure of ST_PARM_CATEG Table

Related Topics

Personal Property Levies

Overview

103-pp-parm-Tables #ppparm #GNA #pp

103-pp-parm-Depreciation #ppparm #GNA #pp

Overview

Personal Property General Parameters

General Parameters

103-pp-parm-LevyGroup #pp

Overview

Miscellaneous Billing (MB) – Initialize Year Data Batch Process

Overview

Batch User Interface

Batch Processing

General Batch Processing

Records to be Processed

On completion

Log File

Troubleshooting

Related Topics