Tax Service Eligibility records can be created automatically and recalculated if an assignment changes using Quick Workflow based on rules configured at the company level.
Note - Records marked as 'Exclude from Automatic Calculations' will not be subject to modifications when recalculating through Quick Workflow or when using the Automatically Calculate Records button on the Assignment Tax Service Eligibility screen. In addition, records not marked with this exclude option will be cancelled if no corresponding eligibility rules are found.
In order to automatically create a Tax Service Eligibility record, rules in the Equus Platform are needed to tell the system which tax services an individual is entitled to. Note that the Tax Service Eligibility Rules are only applicable to International Assignments and Permanent Transfer Assignments. For additional information on configuring automated rules, refer to the Tax Service Eligibility Rules.
By selecting the 'Calculate Tax Services Eligibility' process on the Automation tab on the Quick Workflow Details screen, the process will run any configured Tax Service Eligibility Rules when the QWF is triggered when there is a change to a field or a date in Assignment and when the QWF conditions are met.
Here is an example of a QWF which triggers the process to run the Tax Service Eligibility Rules when there is a change to the employee's primary citizenship data field.
