Display the JU4BN Benefit Details screen.
The following sub-menu will be displayed on the left.
Select Interest Tax Certificate from the sub-menu on the left.
The JU4GB IT3(b) Certificate screen will be displayed.
Capture data as follows:
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Employee |
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Surname Initials DOB Identity Number Company Number Reference Number |
Capture the details for each of these fields. |
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IRP5 option |
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Certificate for Member |
Click the radio button to select a certificate for the member. |
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Blank Certificate |
Click the radio button to select a blank certificate. |
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No Tax Reason |
If the Blank Certificate radio button was selected, select a value from the drop-down box. |
Click OK when the data has been captured.
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.
A new Benefit Tax Directive record will be created for each Disposal Instruction.
The system will read Scheme Parameter TAX ENTITY for the Scheme to which the Membership is linked and derive the certificate number based on the Description.
If the value is ADMINISTRATOR, the IRP5 NUMBER will be updated with the value for the Territory Parameter INTERESTCERTNO and the value for the Territory Parameter INTERESTCERTNO will be updated with the current value plus 1.
If the value is SCHEME, the system will read the Pooling Status for the Scheme. If it is SUB UMBRELLA, the IRP5 NUMBER will be updated with the value for the Scheme Parameter INTERESTCERTNO for the Main Scheme to which the Scheme is linked and the value for the Scheme Parameter INTERESTCERTNO will be updated with the current value plus 1.
If the Pooling Status is NONE, the IRP5 NUMBER will be updated with the value for the Scheme Parameter INTERESTCERTNO for the Scheme to which the Membership is linked and the Scheme Parameter INTERESTCERTNO will be updated with the current value plus 1.
The Benefit Tax Directive record will be updated with the following values:
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FUND NUMBER |
Scheme Code |
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FUND NAME |
Registered Scheme Name |
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INCOME TAX REFERENCE NUMBER |
Payee Income tax reference number |
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TAXPAYER IDENTITY NUMBER |
Payee ID Number |
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TAX PAYER SURNAME |
Payee surname |
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TAXPAYER INITIALS |
Payee initials |
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TAXPAYER FIRSTNAME 1 |
Payee first name 1 |
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TAXPAYER FIRSTNAME 2 |
Payee first name 2 |
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TAX YEAR |
Tax year |
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TAXPAYER POST ADDRESS LINE 1 |
Payee address line 1 |
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TAXPAYER POST ADDRESS LINE 2 |
Payee address line 1 |
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TAXPAYER POST ADDRESS LINE 3 |
Payee address line 1 |
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TAXPAYER POST ADDRESS LINE 4 |
Payee address line 1 |
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TAXPAYER POST ADDRESS POSTAL CODE |
Payee address line 1 |
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STATUS |
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IRP5 NUMBER |
Number generated (see above) |
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TYPE OF CERTIFICATE |
IT3(B) |
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GROSS LUMP SUM |
Payment amount before interest |
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INTEREST |
Interest amount |
The system will read the Document Template with a Process Type of BEN PAYMENT and a Template Type of IT3(B) and create the certificate.
Example:
