103-st-parm-General

103-st-parm-General #103 #bu #st

General Parameters

General Module Overview, Configuration, Calculation, Installation, OpenForms Reference, What’s New, wiki Module MAP, R&D Only
VERSION 6.0 / VERSION 6.1 Last Updated April 21st, 2017

Table of Contents

Overview
SRT General Parameters tab
Controlling Account Number Increments
Next Account Number
Increment
Parameters related to the Missing Filer Process
Check Link to Permits
Check Change Date
Add Weekend, Holidays to Due Date
Apply Late Filing Penalty on Zero Tax
Allow Creation of Negative Levies

Overview

When configuring the Self Reported Business Tax module, the first form to configure is the Self-Reported Tax section of the OpenForms General Settings form.

SRT General Parameters tab

Controlling Account Number Increments

The ST General Parameters window automatically generates the first number for Self-Reported Tax accounts.

Next Account Number

The Next Account Number parameter is strictly informational and will display the current account number.

Increment

Entering a value into the Increment parameter will allow you to control the number that is added to generate each subsequent account.
For example, if your Next Account Number is 00000201 and you have entered an Increment of 100, the next account number to be automatically generated will be 00000301. This incrementing is observed with each new account generated.

Parameters related to the Missing Filer Process

The SRT Missing Filer process creates empty filing records (new entries into the following tables, (Table: ST_FILING_MASTER), (Table: ST_FILING_FIELDS) and (Table: ST_FILING_LEVY). The records created by this process will be flagged as UNFILED, (Table: ST_FILING_MASTER). (UNFILED = -1); no data is entered, therefore there is no computation or taxes calculated.
In the Govern New Administration (GNA), there are two (2) parameters available for this process:
Using the Check Link to Permits / Check Change Date options

Check Link to Permits

Select the Check Link to Permits (Create Missing Filing Process), if the Self-Reported Tax (ST) account is linked to PM, the process will take as Starting Date the PM_MASTER. START_DATE and only creates filing records back to that date.

Check Change Date

When the Check Change Date (Create Missing Filing Process) option is selected, the process will take the ST_MASTER. CHANGE_DATE as the Starting Date and only creates filing records back up to that date.

Add Weekend, Holidays to Due Date

Selecting the Add Weekend, Holidays to Due Date option will factor in weekends and holidays in due dates. This can impact the calculation of interest and other calculations

Apply Late Filing Penalty on Zero Tax

This option is used to apply a penalty on the Late Filing. When enabled, the minimum late filing penalty that is set in the Late Filing Penalty group of the Penalties and Interest sub-tab, will be applied. See the What’s New Section of the Zero Filers feature page for details.

Allow Creation of Negative Levies

NEW! When this option is selected, if a negative amount is entered in the Self Reported Tax Filing Information form, it will create a negative levy. When the return is posted to the A/R the levy will be created as a negative invoice which will credit the balance. See Allow Creation of Negative Levies for details.

103-st-parm-Periods

103-st-parm-Periods #103 #bu #st

Periods

Table of Contents

Overview
Changes and Impact
CHANGE – ST_PARM_PERIOD table
IMPACT – ST_PARM_PERIOD table
See Also

Overview

Use the Self-Reported Tax Periods form to create periods in order to define the times that the self-reported tax is due.
User of the Self Reported Business Tax module will notice a change in the “Detail for Period …” parameter in the Period form. Now there are three (3) dates that will need to be provided for each period:

  • Start Date – The start date for the period
  • End Date – This is the end date for the period
  • Due Date – The date in which the filing is due.

Changes and Impact

CHANGE – ST_PARM_PERIOD table

Use of the (Table: ST_PARM_PERIOD) for Govern for Windows was changed to the newer (Table: ST_PARM_PERIOD_DETAIL); added in Govern release 5.1.

IMPACT – ST_PARM_PERIOD table

Users that are migrating from Govern for Windows Release 10.8 to Govern Release 6.0 should note the following changes:
There is a synchronization process that occurs when the DUE_DATE value in (Table: ST_PARM_PERIOD), i.e. in Govern for Windows was modified; the table is synchronized with Govern release 6.0’s (Table: ST_PARM_PERIOD_DETAIL).
NOTE: In Govern release 6.0 although (Table: ST_PARM_PERIOD) is still present it is now only being used as an access point to the details that are now in (Table: ST_PARM_PERIOD_DETAIL.).

See Also

103-st-parm-SystemEntityConfiguration

System Entity Configuration

Overview

The Business Tax System Entity Configuration form allows the linking of an entity with a levy. Thus, any expression that is created can then be evaluated.

Functionality

The Business Tax System Entity Configuration form is a screen in the Govern New Administration (GNA) that is used to configure the entity required for the Business Tax Filling. This entity is used to provide the Context ID for the expression control that is responsible for applying, or not applying a Levy. This form contains a combo box that lists all Govern system entities that are available for selection. This configuration form is used for Govern enhancements such as the Business Tax Transfer Filing. This feature allows Self Reported Business Tax users to transfer filings to any Unfiled Filing Period with the same Category. See Self Reported Business Tax Filing Transfer for details.

Linking an Entity with a Levy

To link an entity with a levy in GNA…

  1. From the GNA ribbon, click the Application Configurations (tab) > Business Tax > System Entity Configuration.
  2. In the Business Tax System Entity Configuration form, select the entity called ST_Filing – Self Reported Tax Filing.

In order to ensure that the most up to date forms are being used by the system, the following .XML files are required to be updated to the current Release 6.0 / 6.1 versions:

  • FormReference.XML – The latest version of the OpenForms Reference file
  • DynamicSearchReference.XML – A current version of the Dynamic Search Reference file

NOTE: As a rule, administrators should always ensure that they are using the latest versions of the two above .XML files. Updates are performed in the Govern New Administration (GNA) using the Import Data from File utility in the Import / Export Tools group. Refer to the Govern New Administration (GNA) user guide for details about using the import / Export tools Under the Utilities tab.

Related Topics

 

 

103-st-parm-SystemEntityConfig

 

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103-st-parm-Tables

System and User Tables Configuration

User Tables
(under construction)
Tables that play a role in the Self Reported Tax Configuration

  • CATEGORY TYPE [VT_usr]
  • PROPERTY CLASS or PROPERTY USE [VT_USR_PUSE]
  • Table Tax Districts (Levy Type in pp) [VT_USR_???]

103-SY-001_SMTP

General Settings Parameters – SMTP Configuration

Overview

General SMTP configuration is carried out through the OpenForms General Settings Editor in GNA. Additional parameters are required to be completed when using the eGovern module.
Additional parameters are required to be completed for the eGov. See Configuration for eGovern – Public Self Service Portal below.

Configuring SMTP parameters

To configure the SMTP parameters, from the GNA ribbon…

  1. Select Parameters (tab) > System Parameters (group) > General Settings Editor.
  2. In the OpenForms General Settings form, set the Registry Filter to General.
  3. Under the Section Name column, locate the SMTP Keys.
  4. Complete the required parameters.

The required parameters are as follows:

  • Default Sender Address – Typically a no reply administrator address.
  • Host – This is the IP address of the host SMTP server
  • Password – Enter the password that is required to access the server
  • Port – Enter the port information specified by the System Administrator.
  • User – This is the username to access the server.

About Ports

Port information is best obtained from the system administrator that manages the communications requirements for the organization. By default, the following ports are used for the SMTP protocol:

For Unencrypted SMTP

Port 25 / 587 / 2525 – This is the default SMTP non-encrypted port but ISPs will deny its use because of spam and malware traffic. Alternate ports are 587, and 2525

SMTP with SSL

Port 465 – This is a deprecated port but may still be used.

Configuration for eGovern – Public Self Service Portal

Configuration of the eGovern – Public Self Service Portal is carried out within the Govern New Administration (GNA).
In the GNA ribbon …

  1. Select Application Configurations (tab) > Web Configuration (group) > Manage Web Site.
  2. In the Manage Web Site form, click the General tab.
  3. Locate the Mail group.
  4. Complete the required fields.

The required parameters are as follows:

  • Administrator Mail – This field should contain the email address of the system administrator that has been designated to receive error messages.
  • System Mail – The System Mail parameter is the address that will be used for the from field in the email message. These are system messages that will not require replies, e.g. confirmation of user payments.
  • SMTP Host – Enter the host name of your SMTP server in the SMTP Host parameter. Example: mailhost.domainName.com, or smtp.sparta.com.
  • SMTP Port – Specify the SMTP Port; the typical port is 25.
  • SMTP User – In the SMTP User field enter the username that is used to access the account.
  • SMTP Password – In the SMTP Password field enter the password used to access the account. Text entered into this field will appear “cloaked”, i.e. typed letters will appear as asterisks
    “ ” to hide the typed letters.
  • Activate email in HTML format – Select this option to send email messages in HTML format. As HTML text additional formatting can be added to the messages. The default format for sending messages is as plain text.
  • Include Administrator in Email Communication** – Select this option to send a copy of the email message to the administrator.

Change to Order of Precedence for Messaging

When messaging is required in Govern, e.g. the Activities function, messages were first relayed via SMTP. If this method was not successful, the system would then attempt to send using the Messaging Application Programming Interface (MAPI) Architecture. This methodology has changed. The system now uses only SMTP for messaging.

Related Topics

General Settings Parameter

 

 

103-SY-001_SMTP

 

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103-st-parm-CopyYear

103-st-parm-CopyYear #103 #bu #st

Copy to Year
Overview | See Also

Overview

This process copies all parameters and settings to a user specified year. Users should note that any existing parameters in the target year will be overwritten. Tables used are the following:

  • ST_PARM_PERIOD
  • ST_PARM_PERIOD_DETAIL
  • ST_PARM_CATEG
  • ST_PARM_EXEMPT
  • ST_PARM_FIELDS
  • ST_PARM_FLDS_SUM
  • ST_PARM_LEVY
  • ST_PARM_LEVY_PERIOD_OVERRIDE
  • ST_PARM_LK_EXEMPT
  • VT_USER – Used for…
    • Categories description
    • Added fields description
    • Levy description
    • Exemption description

NOTE: Currently, the parameters that are required for A/R will still need to be copied in Govern for Windows release 10.8 through the Copy to Next Year selection in the Edit menu. This will copy current A/R Classes, A/R Methods and G/L Distribution parameters to the next fiscal year. You will now need to return to Categories and Levies to set the Class Codes.

See Also

103-st-parm-CopytoYear

Copy Parameters to Year
Overview

Overview

The main purpose of this option is to copy all Year base parameter to another year. It will validate if the destination year exist, and if so, the user will have a warning message to override the data before execute the copy.