From the JU4BN Benefit Details screen select IRP5 Certificate from the sub-menu on the left.
From the JU4CT IRP5 Certificate screen select the IRP5 FOR MEMBER radio button.
Click OK to view and/or print the IRP5 certificate.
The system will read the Scheme Parameter with a Parameter Type of TAX INTERFACE for the Scheme. If the value is EASYTAX or ITAX, the following warning message will be displayed:
The tax certificate will be created within the external tax interface for this scheme.
If a Scheme Parameter is not found, the system will read the Territory Parameter with a Parameter Type of TAX INTERFACE and If the value is EASYTAX or ITAX, the warning message above will be displayed.
If a Business Address is not defined for the Administrator, the IRP5 will not be generated and an Error Message will be displayed.
Note:
If the Country for the Scheme to which the Membership is linked is SOUTH AFRICA, the system will read the Document Template with a Process Type of BEN PAYMENT and a Template Type of IRP5 and create the IRP5 certificate.
The STATUS on the Benefit Tax Directive record will be updated to C, and the TYPE OF CERTIFICATE with IRP5.
If the value for Description on the Scheme Parameter with a Parameter Type of TAX ENTITY for the Scheme to which the Membership is linked is ADMINISTRATOR, the IRP5 NUMBER will be updated with the value for the Territory Parameter BENTAXCERTNO and the value on the Territory Parameter BENTAXCERTNO will be updated with the current value plus 1.
If the value for Description on the Scheme Parameter with a Parameter Type of TAX ENTITY for the Scheme to which the Membership is linked is SCHEME, the system will read the Pooling Status for the Scheme. If it is SUB UMBRELLA, the IRP5 NUMBER on the Benefit Tax Directive will be updated with the value for the Scheme Parameter BENTAXCERTNO for the Main Scheme to which the Scheme is linked and the value for the Scheme Parameter BENTAXCERTNO will be updated with the current value plus 1.
If the Pooling Status is NONE, the value for IRP5 NUMBER will be updated with the value for the Scheme Parameter BENTAXCERTNO for the Scheme to which the Membership is linked and the value for the Scheme Parameter BENTAXCERTNO will be updated with the current value plus 1.
