Copy Payroll Information for Printing {FTXO-2}

At many institutions members of staff make contributions to the institution’s trust funds and are entitled to tax exemption certificates for their contributions. Such individuals will usually request automatic deductions from their monthly salary, and these deductions will be a specific deduction type in the Payroll System. Payroll receipts numbers are automatically generated and can be maintained under {FCSMN-26}.

In this option the user can copy these payments to the “tax certificate file” and certificates can then be printed under option {FTXM-2}.

User Selection	Prompt Text ^{* an item between square brackets [ ] is the default answer}	Type & Length	Comments
	Deduction Code to Copy to Tax Exemption File		Only deduction codes flagged for copying on {FPRGD-6} can be copied.
	Start/End Cycle
	Accumulate Tax Certificates (Y/N) If “Y” the system will then update the “Accumulate” field with a “Y”, else “N” will be inserted.
	Accumulation Frequency This frequency indicates the number of times accumulation can take place per debtor per year. Frequencies of 1 (monthly), 2 (two-monthly), 3 (three-monthly), 4 (four-monthly), 6 (six-monthly) and 12 (yearly) are permitted. Therefore if the tax certificate default month as set up in {FCTM-2} is FEB, and the frequency of accumulation is set to 3, accumulation will take place in MAY, AUG, NOV and FEB for the specified debtor.

Sort Order	Per	Comments

System Select
	No special system selection

Example:

Processing Rules
	No special processing rules

History Of Changes

Date	System Version	By Whom	Job	Description
28-Jun-2008	v01.0.0.0	Magda van der Westhuizen	t149068	New manual format.