Introduction
Tax is levied by the government in certain brackets, i.e there are certain components of a tax which sum up and make the final trans-actionable amount.
For example a property tax could have swatch-ta tax, fire cess and certain other components which sum up and make a final amount.
Data Table
Sr. No | Code* | Service | Category* | Name* | isDebit* | isActualDemand* | order* |
1 | PT_UNIT_PENALTY | PT | Penalty | PT Penalty | FALSE | FALSE | 1 |
2 | PT_UNIT_EXEMPTION | PT | Exemption | PTExemption | TRUE | TRUE | 2 |
Note: The data given in the table is sample data
Procedure
Data Definition
Sr. No. | Column Name | Data Type | Data Size | Is Mandatory | Description |
1. | Code | Alphanumeric | 64 | Yes | The code for the tax that is being levied. |
2. | Service | Text | 256 | Yes | This is the module or the name of the service for which the tax head is being mentioned. |
3. | Category | Text | 256 | Yes | The category to which the tax head belongs such as Penalty or exemption or cess. |
4. | Name | Text | 256 | Yes | This is the name/description of the tax head. |
5. | isDebit | Text | 256 | Yes | Is the tax head a debit which would add up some amount to the customers total tax. |
6. | isActualDemand | Text | 256 | Yes | Is the tax head a credit to the customers for which the customer could receive a credit. |
7 | Order | Integer | 5 | Yes | The order in which the mentioned tax head should appear on the screen. |
Steps to fill data
Download the data template attached to this page.
Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.
In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.
Get all the tax heads for a particular module and then proceed to the next module.
Check weather the client wants the particular tax head to add an amount or exempt the customer with a particular amount to fill in the isDebit and isActualDemand columns.
Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.
Checklist
The checklist is a set of activities to be performed on the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.
Common Checklist
This checklist covers all the activities which are common across the entities.
Sr. No. | Checklist Parameter | Example |
---|---|---|
1 | Make sure that each and every point in this reference list has been taken care of. |
Entity Specific Checklist
Not Applicable
Attachments
Configurable Data Template Tax Heads
2. Configurable Sample Data Tax Heads