This topic provides systematic instructions to link a specific Tax Group to a Customer Id. By this, the customer becomes eligible for tax waivers on the credit income earned through account and deposit products.

1. On the Homepage, from Account Services, under Others, click Tax Waiver at Customer Level, or specify the Tax Waiver at Customer Level in the Search icon bar.
   Tax Waiver at Customer Level screen is displayed.

   Figure 15-4 Tax Waiver at Customer Level

   
   Description of "Figure 15-4 Tax Waiver at Customer Level"
2. On Tax Waiver at Customer Level screen, specify the fields
   For more information on fields, refer to the field description table.

   Table 15-3 Tax Waiver at Customer Level - Field Description

   Field

   Description

   Search by

   Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.

   Table 15-4 If the customer is already mapped to any of the Tax Group, Current Tax Group details are displayed as following:

   Field	Description
   Product	This field displays the Product or Account Class for which the tax waiver is defined. The field value ALL indicates that the tax waiver applies to all products and account classes.
   Tax Waiver Percentage	Tax waiver in percentage that applies for the defined period. The value should be greater than 0 and less than or equal to 100.
   Effective Date	The Effective Date from which the tax waiver rule is applicable.
   Expiry Date	Expiry Date is the date up to which the tax waiver rule is effective. This field can also be left blank which indicates that the tax waiver will be for an open-ended period. When a backdated transaction comes in, the waiver maintenance will be picked up based on Effective Date and Expiry Date. Note: Expiry Date should be greater than or equal to the Effective Date.
   Tax Category	Tax Category for which Tax Waiver is maintained.
   Tax Currency	The currency in which the tax waiver is defined. All Currencies indicates that tax waiver is for all currencies.

   Figure 15-5 Tax Waiver at Customer Level - Current Tax Group

   
   Description of "Figure 15-5 Tax Waiver at Customer Level - Current Tax Group"

   Note:

   • If a single Tax Group Id is linked to multiple Tax Waiver records then, each tax waiver record is displayed separately under the Tax Group.
   • If the customer is not mapped to any tax group, then a message that the customer is not linked to any tax group and to link click Modify Tax Group is displayed.
3. Click the Modify Tax Group button to modify the existing tax group of the customer or to link the customer to Tax Group.
   Modify Tax Group window is displayed.

   Figure 15-6 Modify Tax Group

   
   Description of "Figure 15-6 Modify Tax Group"
4. On Modify Tax Group window, specify the fields.
   For more information on fields, refer to the field description table.

   Table 15-5 Modify Tax Group - Field Description

   Field	Description
   Tax Group	Select TAXGRP option from the drop-down list. This window lists all the Tax Groups maintained in the Host (Tax group code and description).
   Tax Group Description	Tax Group Description is displayed based on the Tax Group selected.

   On selecting the TAXGRP from the drop-down list, the system displays the detailed information of the selected Tax Group.

   Figure 15-7 Modify Tax Group - New Tax Group Selection

   
   Description of "Figure 15-7 Modify Tax Group - New Tax Group Selection"
5. To proceed with the transaction, click the Select button, or to cancel the transaction, click the Cancel button.
   On Tax Waiver at Customer Level screen, newly selected Tax Group is displayed.
6. On Tax Waiver at Customer Level screen, click the Submit button and then the Close button to end the tax waiver transaction.