Contributing Authorities Configuration

Menu > Tax Data > Authorities > Extended Configuration > Contributing Authorities

This page describes the Contributing Authorities page and its associated tasks. For conceptual information, see Contributing Authorities.

Use this page to define which authorities contribute to the taxable basis of the selected authority when either the Tax on Contributing Authorities or Tax on Gross and Contributing Authorities calculation method is chosen on the Rules or Cascading Rules pages.

The Contributing Authorities page shows:

  • A list of authorities contributing to the selected authority's taxable basis (in the left pane).
  • Details about the currently-selected contributing authority (in the right pane).

To change your Selected Authority, first click the Search tab, and then select the authority on the Search Authorities page.

Add a contributing authority

  1. Select Add from the Actions menu.
  2. Enter the authority details, using the field reference below.
  3. Click Submit to save the rule.

Edit a contributing authority

  1. Select an authority from the list.
  2. Edit the authority details, using the field reference below.
  3. Click Submit to save your changes.

Delete a contributing authority

  1. Select the authority you want to delete.
  2. Select Delete from the Actions menu.
  3. Click OK to confirm the deletion.

Contributing Authorities Field Reference

Field

Req?

Description

Authority

Y

An authority that contributes to the tax result of the authority listed in the Selected Authority section at the top of the page.

Basis Percent

Opt.

The basis percentage can be modified from the default 100% if you want to change the resulting tax amount and gross amount of a calculation before the value is passed to the owning authority for calculation.

Start Date

Y

The beginning date (MM/DD/YYYY) at which the authority becomes a contributing authority.

End Date

Opt.

The ending date (MM/DD/YYYY) for the contributing authority. If you do not enter a date here, the contributing authority will remain in effect indefinitely.

Exporting Contributing Authority Data

Contributing Authority data is exported when you export the owning authority. See the Search Authorities or Edit Authorities pages for more information.