Navigation: Assignments Tab
Taxation Menu Group
Tax Service Eligibility Menu
The Tax Service Eligibility screen is used to track and communicate to vendors the tax years for which assignees are eligible to have their tax services prepared.
Click
to add a new Tax Service Eligibility row in the grid. On the Tax Service Eligibility Detail screen, select the Country, Tax Year, Tax Service, and optionally Status and Comments and click
.
These records can also be created through the following other methods:
Vendors using the Vendor Portal or Vendor Integration, provided they have been issued a Tax service order for the Country they have specified for the record. Please contact your Equus representative who can provide more details with regards to Tax Service Orders.
Records can automatically be created and recalculated via the
button on the Tax Service Eligibility screen, using the Tax Service Eligibility Batch screen or using a Quick Workflow based on rules configured at the company level. For additional information on configuring automated rules, refer to Tax Service Eligibility Rules. For more information on configuring Quick Workflows to automate Tax Service Eligibility record creation, refer to the Tax Service Eligibility - Automating records using quick workflow.
Tax Service Eligibility records can also be created and updated through the Tax Eligibility Year Flexible CSV Import. Additional information on this import can be found in the Tax Eligibility Year Flexible CSV Import Guide.
Tax Service Eligibility Details
Click on the Tax Year of the record to edit it. Click
to delete a Tax Service Eligibility record. Note, records with a defined Status cannot be deleted. These records can also be deleted by vendors using the Vendor Portal or Vendor Integration, provided they have been issued a Tax service order for the Country they are trying to delete. Comments for each Tax Service Eligibility record can be viewed by hovering over the tax year. Click on the tax year in order to edit.
Important fields on this screen include:
Country: Identifies the Country for which the Eligible Years are specified.
The choice list contains the assignment’s Home and Host countries, along with countries identified on the Tax Service Request(s) for the assignment and any other countries that are associated with a Tax Eligibility Service Rule applied to the assignment.
Tax Year: Allows users to select the year for which the assignee is eligible for tax service preparation.
The format of the years in the list -- calendar or fiscal -- is determined by the country selected in the Country field. For additional details about how the Tax Year is stored, please see the Tax Year field description in section “Tax Return Details”.
Tax Service: Identifies the list of tax services available for the assignment.
Status: A defined list of standings for the eligibility record.
Exclude from Automatic Calculations: Prevents modification of the Tax Service Eligibility record when running Tax Service Eligibility calculations.
Comments: Additional information can be added to about the eligibility request. This information is also displayed on the Tax Service Eligibility main dashboard by hovering over the record’s tax year.
Duplicate records are not allowed in this grid. If a duplicate is added, the user will receive an error message.