alongside Tax on the sub-menu on the left. Additional options will be displayed.This report displays details of tax payable.
The report is produced in two stages:
- input the selection criteria and submit the job
Note:
The reports are not displayed automatically.
- view the completed reports.
Reports can be exported.
For more information, refer to
Supplements
Calculation of Monthly PAYE for Annuities
For details of scenarios where the payment start date has an influence in determining the tax period, therefore affecting the way in which tax is calculated, refer to
Supplements
Use of Payment Start Date for Annuity Tax Calculation
From the Reports menu, click alongside Tax on the sub-menu on the left. Additional options will be displayed.
Click New below Tax. The Annuity Tax screen will be displayed.
Select the required FROM DATE (optional) and specify the TO DATE and e-mail address (mandatory). If you require a tax certificate file, place a tick in the box alongside TAX CERTIFICATE FILE (refer to Export below).
Click GENERATE REPORT.
The current report detail will be displayed on the lower portion of the screen.
A message will indicate once the job has been successfully submitted (and an e-mail will be sent to you).
Click View below Tax. The Report Selection screen will be displayed.
The following columns are displayed:
- Scheme code
- Timestamp
- Date captured
- Report type
- Sequence number
- Action
To select a report, click on the hyperlinked display in the Action column alongside the appropriate report.
The Report Selection screen will be displayed.
The following columns are displayed, per tax year:
- Member reference number
- Payee name
- First name
- Tax number
- Site Amount
- Arrear Site
- Tax amount
- Arrear tax
- Voluntary tax
Note:
Reports will only be available for export if a tick was placed in the box alongside TAX CERTIFICATE FILE (refer to New above).
Click Export below Tax. The Report Selection screen will be displayed.
The following columns are displayed:
- Scheme code
- Timestamp
- Date captured
- Report type
- Sequence number
- Action
To export a report, click on the hyperlinked Export Files in the Action column alongside the appropriate report.
The Annuity Tax File Extract screen will be displayed.
Enter the e-mail address to which the file must be sent and click SUBMIT QUERY.
The Annuity Tax File Extract screen will be displayed, and a confirmation message will indicate that the e-mail has been sent.
