Edit Tax Rule Engine

This page allows you to modify or delete the tax rule engine. You can also view tax codes through a link at the bottom of this page.

Select the “Edit Tax Rule Engine” link under the “Tax Rule Definition” business component.

The “Edit Tax Rule Engine” page appears.

Enter details in the following fields:

Tax Type

Use the drop-down list box to select the required tax type.

Tax type is the type of tax for example, VAT, and TDS. First value in the list is displayed as default on launch of the page.

On change of tax type the system loads Rule Id list box with all Rule Ids defined for the selected tax type and default tax community.

Tax Community

Use the drop-down list box to select the required tax community applicable to the tax type.

Tax community is the government authority that administers the tax laws, for example India, USA, and EU. The first value in the list is displayed as default on launch of the page.

On change of Tax community the system fetches all the Rule Ids defined for the selected Tax type - Tax community combination.

Rule ID.

Use the drop-down list box to select the required rule id. Rule ID is user-defined code to identify a rule, which has specific tax parameters for a Tax Type & Tax Community.

The first rule id in the list appears as default on launch of the page.

The system loads the list box with all the Rule Ids defined for the Tax type - Tax community combination.

The system displays the following fields:

Date From	The system fetches the “from” date for the rule id on selection of rule id.
To	The system fetches the “to” date for the rule id.

Modify details in the following fields in “Parameter Details” multiline, if required:

Sequence Number	System generated sequence numbers (Integer).
Tax Region	Use the drop-down list box to select the required tax region. Tax region is the place where the tax declaration is required to be made. The field displays the applicable tax region for the entered criteria. On changing tax region, the system places all the applicable tax codes in the tax code list box in the same row under the tax code column.
Tax Category	Use the drop-down list box to select the required category. Tax category identifies the types of business or trade transactions to indicate the applicability of tax. The system displays the tax category applicable to the entered criteria.
Tax Class	Use the drop-down list box to select the required tax class. Tax class is a code that identifies the sub transactions type for reporting purposes, specified by the tax authorities. The class under which the tax is assigned.
Tax Group	User defined group to which Items / TCDs / Usage Ids are mapped Tax Group entered must be valid for the Tax Type - Tax Region combination. Enter required tax group (Alphanumeric, 10).
	Help facility is available.
Assessee Type	Use the drop-down list box to select the assessee type. The assessee type is the type of assesses defined by the tax laws in force.
Threshold Criteria	Use the drop-down list box to select the required criteria. The list box contains options: 'Party Based', 'Order Based' and blank.
Quantity / Value	Use the drop-down list box to select the required option. The list contains options: 'Quantity', ‘Value’, and blank.
Threshold Limit From	The quantitative or monitory limit from which a new tax rate is applied in a slab. Enter the threshold limit if applicable (Integer).
Threshold Limit To	The limit at the end of the slab (Integer). Enter the limit, if applicable.
Tax Code	Use the drop-down list box to select the required tax code. Tax code is a userdefined code for a tax. On entering tax code the Code type is displayed.
Code Type	The type of tax code whether, Regular or Surcharge.
Date From	The required date from which you want the rule id to be effective (Date format).
Date To	The required date. The “to” date must be later than the "from" date.

Note: Select only one row at one time. Same rule cannot be duplicated for overlapping date range.

Check the box in the “Select” column against the required sequence number in the multiline to select the row for modifying or deleting the parameters for the tax engine.
Click the “Edit” pushbutton to modify the save the modification.
Click the “Delete” pushbutton to delete the selected parameters.

On clicking the “Edit” push button, the system saves the modified data entered and notes the login name of the user who modified the tax engine parameters and notes the system dates and displays the modified details in the parameter details multiline. The screen refreshes with the saved details and system generated sequence number.

On clicking the “Delete” pushbutton the system deletes the parameters and displays the rest of the information in the multiline. The system notes the user id as the “Last Modified By” user id and the system date as the “Last Modified Date”. If all the individual rules in a rule ID is deleted, the rule ID will also be deleted.

The system displays details in the following fields:

Created By	The login ID of the user who set the tax rule engine.
Created Date	The date on which the tax rule engine was set.
Modified By	The login ID of the user who modified the rule ID
Modified Date	The date on which the rule ID was modified.

To proceed, carry out the following

Select the “View Tax Code” link at the bottom of the page to view the tax codes.