iTAX Maintenance Manual
Contents
1. Building Kind tegrated Taxation Management Fexpayer Property Rate Fees Levies iWater Payment Reports Maintenance Window Help a 3 g hosi I Property Billboard ServiceL PR LENORE IAI Figure 1b The Building Kind maintenance window Based on Tanzanian law only buildings are considered real property This is the window where the user can enter new data and edit or delete existing data about the different types of buildings that constitute a real property in Tanzania For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 5 Page C Building Components TAX Integrated Taxation Management System e Taxpayer PropertyRate Fees Levies iWater Payment Reports Maintenance Window Help me Figure 1c The Building Components window According to Tanzanian Property Tax laws there are certain building characteristics that are used as quality factors in the assessment of the tax These characteristics are divided into groups and this window is where the building characteristics groups called Building Components are set For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 6 Page These building components will appear in the Property Entry Window here t Syste JEME syste iWater Payment Reports Maintenance Window Help lt I p f A2. necessary fields on the pane below 2 To edit an existing Tax Type select the item on the pane above then click the EDIT button Make the necessary changes 3 To delete a Tax Type select the item on the pane above and then click the DELETE button To undo the deletion click the UNDELETE button and select from the Restore window the item then click the OK button 4 Click the SAVE button to save the additions and modifications made 12 iTAX Security User Admin iTax Tanzania needs to define the users based on their organizational chart or designation Taxpayer Property Rate Fees Llevies Guest House Lewy Other Taxes Rates Penalty Interest Parameters Regional Parameters System Wariables Edit Map Rewenue Targets Audit Trail User Log Figure 21a Security Administration and Security Admin Menu Go to Maintenance Menu gt User Administration gt Security Admin The Security Admin window will display Figure 11b Security Admin Window Figure 2 is an actual screenshot of the Security Admin window The Menus A of the window is an option for adding assigning a user adding a group assigning user to a groups and set the user rights to a particular window based on the user s designation Adding Users and Groups Click the Users Groups in the menu Please refer to figure 11b iTAX Tanzania Maintenance and Customization Manual 24 Page a Ty i amp Tih om a 4 i i F aby Print Print Previe
3. region logo and CityMunLogo jpg for the city or municipality s logo It is important that these names are not changed To change the current logo that the system is using simply overwrite these files with the iTAX Tanzania Maintenance and Customization Manual 25 image file of the correct logos For the Director s electronic signature the file name is mundir gif and for the Treasure s signature is treasSignature gif The location is the same with the logo iTAX Tanzania Maintenance and Customization Manual 26
4. the new record will be saved and a saving successful prompt will appear e To Edit existing data 1 2 Select a record from the top data window by clicking on a row Click the EDIT button The lower entry form will be enabled and the fields will change from greyed out to white Edit the information Click the SAVE button The system will prompt if there is any required field missing otherwise the new record will be saved and a prompt will appear e To Delete existing data 1 2 3 4 Select a record from the top data window by clicking on a row Click the DELETE button The system will prompt for a confirmation of the deletion Click the YES button Click the SAVE button NOTE The system allows multiple rows to be deleted before the user decides to click the SAVE button e To Undelete deleted data Before the SAVE button is clicked after rows have been deleted the deleted rows can be recovered by clicking the UNDELETE button iTAX Tanzania Maintenance and Customization Manual 3 A Owner Type Property Rate Fees Levies iWater Payment Reports Maintenance Window Help amp M 2 gs Figure 1a The Owner Type maintenance window This window allows the user to enter new data and edit or delete existing data about the different types of owners of a property For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 4 Page B
5. TABLE OF CONTENTS Introduction 1 2 O eS a oe Installation Property Rates USING THE ITAX MAINTENANCE WINDOW A om Oo A W Owner Type Building Kind Building Components Building Materials Building Material Checklists Building Sub Type System Variables Locations A Region B District C Ward D Mtaa Taxpayer Service Levy Guest House Levy Revenue Targets Penalty Interest Parameters 11 12 13 Audit Trail Tax Types and Other Taxes iTAX Security User Admin Changing Logos N N N N NY N FP BP e RP RP e RP RP he e mn B Ww N e O O WON DOD WU BP Ww Ww RP FP O OHO HD UH KR W NY NY BB Introduction This User Manual contains all essential information for the user to setup and maintain the iTAX information system for use in any Local Government Authority LGA in Tanzania This manual includes a description of the system s maintenance module its functions and capabilities and step by step procedures along with many screenshots for easy access and use The maintenance and customization of iTAX is designed to be as simple as possible with most of the windows in its maintenance module sharing a common layout and functionality This User Manual is intended for use by iTAX technical administrators It is necessary for the initial setup of the system in an LGA and more importantly in keeping the information used by the system relevant to the expected changes brought about by political and adminis
6. a NA Ga r wn iq g y Post Debit Pint Unoad Pe Figure 1d Building Component information reflected in the Property Entry Window iTAX Tanzania Maintenance and Customization Manual 7 Page D SURRES Materials Taxpayer papetyi Rate Feen Levies iWater Payment Reports Maintenance Window Figure 1e The Building Materials maintenance window This window contains the items that belong under the groups entered in the Building Components window For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW These building materials will appear in the Property Entry Window here iTAX Inte gr ated Taxation Management Systen i Taxpayer Property Rate Fees Levies iWater Payment Reports Maintenance Window Help l C S J E E E E View Picture Delete S gc Ain p p G54 a gt 3 a f lt m 5 Upload Pic Post Debit Issue New Bill SIGNATURI Enumerator name wate sever Rene Fe oar OO Oner bate ered boRNFPOD T iTAX Tanzania Maintenance and Customization Manual 8 Page Figure 1f Output of the Building Materials information reflected in the Property Entry Window E Building Material Checklists Taxpayer PropertyRate Fees Levies iWater Payment Reports Maintenance Window Help Be 0O Q 2 2 BmB x Ce e eee reer C reten C sove JE cene C e Figure 1g The Building Material Checkl
7. argets ST AX Tr t i e BA ee See pes wee kA aey Taxpayer PropertyRate Fees Levies iWater Payment Reports Maintenance Window Help Figure 6 The Revenue Targets maintenance window The Revenue Targets window presents the user with all the tax fee types that had been entered in the system and allows the user to enter a year and collection target for that year The data entered in this window is mostly used reports For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 20 Page 9 Penalty Interest Parameters iTAX Integrated Taxa on Management System Taxpayer Property Rate Fees Levies iWater Payment Reports Maintenance Window Help n More than 15 years but less than 01 01 1982 19 years a Destine OE RAO a ee ee a a Figure 7 The Penalty Interest Parameters maintenance window This is a generic window used to maintain simple flat rates for certain modules in the system For example for the property rates window the tax bands are added edited or deleted here since tax bands are not graduated rates For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 21 Page 10 Audit Trail Audit Trail plays an important role in the system it can trace a particular transaction made by a certain users Taxpayer Property Rate FeesfLe
8. em Variable is a function that will enable the user to configure the system Configure in such a way that the system will work according to the specification of a particular LGA For example the calculation of penalty setting the required fields and so on iTAX Tanzania Maintenance and Customization Manual 11 Page Taxpayer gt Property Property Rate Fees fLlevies Payment Reports E Er fern Billboard Service lL Guestho TaxPay er User Administration Locations Bank Department Tax Type Service Lewy Property Rate Taxpayer Detail Guest House Lewy Other Taxes Rates Penalty Interest Parameters Regional Parameter Edit Map Revenue Targets Audit Trail User Log Figure 10a Security Administration and Security Admin Menu Go to Maintenance Menu gt System Variables District Files location after exported to excel for epicor 0905 DISTRICT NAME nen eat Delete Undelete Refesh save A Add new setting 1 Figure 10b System Variable Window Click NEW button Please refer to figure 10b Tag Group is a lists of modules available in the system Tags is the lists of all the settings for a specific module in the system 4 2 Edit Setting 1 Select the desire data in label A you want to edit Please refer to figure 10b 2 Click EDIT button 3 After you apply the changes Click SAVE Key in the necessary data in the Tag Values and Description Click SAVE button
9. ist window This window is where the materials and the components are grouped together and the QM or Quality Modifiers are set The QM is a percentile value applied to a property s final assessed value used in some assessment scenarios The user also sets the Tab page where the group will appear as well as the data window The data window refers to the two panes within each tab page in the Property Entry window 1 refers to the window on the left while 2 refers to the window on the right For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 9 Page BEEBE BEES View Picture Delete Cancel GAGGA J i fal a m val Jef eeeee Ja wae Upload Pic E P mes Post Debit itd Commo O O x Date Owner Date Signed 00 00 0000 x Tiara Figure 1h Where the tab pages and data windows are located in the Property Entry window iTAX Tanzania Maintenance and Customization Manual 10 Page F Building Sub Type Taxpayer Property Rate Fees Levies iWater Payment Reports Maintenance Window Help e a Q M M 2 B x Figure 1i The Building Sub type windows This window allows the user to set the building subtypes as specified by the local laws set by the Local Government Authorities For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW 3 System Variables Syst
10. ntenance of the Property Rate values is accessed through PR meri D yp ipa wat E AX Ir H gi Glew vanayen kati gt Taxpayer Property Rate Fees Levies iWater Payment Reports Window Window Hep m 8 a a User Administration a ee LOT Lee Ser ee Locations i Bank Department Tax Type Badaia itt Owner Type Water Building Kind Taxpayer Detail Building Components Guest House Levy Building Materials Other Taxes Rates Building Material Checklists Penalty Interest Parameters Building Sub Type Regional Parameters System Variables Edit Map Revenue Targets Audit Trail User Log Figure 1 How to Access the Property Rate maintenance iTAX Tanzania Maintenance and Customization Manual 2 Page USING THE ITAX MAINTENANCE WINDOW Majority of the windows in iTAX s Maintenance Module share a common layout and functionality This layout has all the command buttons at the bottom and has two data windows The one at the top displays all the current saved rows When a user clicks on a row the row becomes selected and becomes available for editing or deleting The lower data window is an entry form in which the user can enter new data or edit existing data e To Enter new data 1 2 3 4 Click the NEW button The lower entry form will be enabled and the fields will change from greyed out to white Enter the information Click the SAVE button The system will prompt if there is any required field missing otherwise
11. the district names are maintained Each district s class is also set here the class refers to the kind of the district as specified by Tanzanian law For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 14 Page C Ward Tapma Papetjime Fouled Nas famak Repos Manene Window Heb A Wr Irate p oe Noe PS ONE ene pa ioe ald ores ia a NEN 3 L 7 Figure 2d The Ward maintenance window This window is where the ward names are maintained The district in which the ward belongs to is set here For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 15 Page D Mtaa Taxpayer Property Rate Paes aves iWater Payment Reports Maintenance Window amp a fi 2 020220209112 a ua oo OO oma O am NINFININGAI111 t11 As seai seeks e Figure 2e The Mtaa maintenance window The mtaa names and their official code is set in this window The saved rows also displays each mtaa s ward and district and the records are grouped according to district ward and then alphabetical order of the mtaa name For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 16 Page 5 Taxpayer IE PrE Taxpayer PropertyRate Fees Levies iWater Payment Reports Maintenance Windo
12. to save the setting iTAX Tanzania Maintenance and Customization Manual 12 Page 4 Locations BTAX Integrated Taxation Ma Pi Sa Soares Beit anena AX Hee PALE AGUO vi nag ENCIH is AR Vp oVSte Taxpayer PropertyRate Fees Levies iWater Payment Reports Maintenance Window Help oO t a User Administration gt Department Tax Type Service Levy Property Rate Water Taxpayer Detail Guest House Lewy Other Taxes Rates Penalty Interest Parameters Regional Parameters System Variables Edit Map Revenue Targets Audit Trail User Log Figure 2a Accessing the Locations maintenance The locations maintenance is where the values for the Region District Ward and Mtaa data are set which are used all throughout the system A Region E ITAX Integrated Taxation Management System 0 Taxpayer PropertyRate Fees Levies iWater Payment Reports Maintenance Window Help B o 2 m Figure 2b The Region maintenance window iTAX Tanzania Maintenance and Customization Manual 13 Page This is where the regional names are set along with the official code numbers For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW B District Taxpayer PropertyRate Fees Levies iWater Payment Reports Maintenance Window Help is oT A z J gt 3 Tan at ee e 3 PENT DAN ES r adi Proper at S AL sue amp Figure 2c The District maintenance window This window is where
13. trative actions Users must be careful though since the information managed in this module have module wide and even system wide effects and mistakes could possibly compromise the system s entire database However as long as this module is properly used it would allow the iTAX System to maintain flexibility and be relevant for the foreseeable future iTAX Tanzania Maintenance and Customization Manual 1 1 Installation To install iTAX on a client machine simply insert the installation disk into the machine s optical drive the auto play will ask confirmation to run the iTAX installation setup file Click the yes button and the setup will automatically perform the installation of the entire system including the database and the database connection settings By default an administrator account is created with the login name of itax and the password of mapato This is a Super user account that has unrestricted access to all the modules of the system 2 Property Rates At the heart of the iTAX System is the Property Rates assessment collection and reporting module This module was tailor made for the unique Property Rates administration in Tanzania Since Property Tax is a local tax governed by the local government authorities and therefore varying in interpretation from one municipality to the next this module was designed to be as flexible and customizable as possible eliminating the need to reengineer the code itself Mai
14. vies Payment Reports Window Help User Administration Locations Bank Department Service Lewy Taxpayer Detail Guest House Levy Figure 8a Maintenance Audit Trail UserLog Menu Go to Maintenance Menu gt Audit Trail User Log The Audit Trail window will display ET Date Tuesday March 26 2013 oo Yetta tin a T E A e z oa S S e a Figure 8b Audit Trail User Log Window A Shows the different type of criteria the user can use to filter the result B After the user select the filter criteria the FILTER button will filter the result C The user can also generate report by clicking the PRINT button D The user can also SAVE the data using the SAVE button iTAX Tanzania Maintenance and Customization Manual 22 Page 11 Tax Types and Other Taxes The Other Receipts module handles the collections for other taxes To use this module the LGA has to meet the requirement of Local Revenue Code This is the basis for encoding the kind of tax and rates STEP 1 in using the Other Receipts Module Filling out of Maintenance Tables with the complete data in the following order Go to gt Maintenance gt Tax Type Figure 9a Maintenance Tax Type lt lt lt lt lt lt lt BIRRERIA Figure 9b Tax Type window iTAX Tanzania Maintenance and Customization Manual 23 Page 1 To add anew Tax Type click the NEW button Key in all the
15. w Add Deletes Edit Name admin Save c Aser roup Management Na EES Groupe Gy Super User G4 Local Treasury Office Gy Local Assessor s Office GA Scenario Editor O administrator GY Service Levy Office G4 Billboard Office GH Guest House Levy g Users GTZ Admin cashier Real Property Officer Scenario Editor Test Demo Admin lsaac Zablon Kissiva 4 Charles Lugora Description admin Designation Humber Initial Name Name Description Description Designation e Designation inf Number Number Initial Initial Figure 11c Security Admin Adding New User 1 Click in the Users Pane if you want to add user and Groups Pane for groups 2 Click the ADD button A to add a new user 3 Input data by keying in the name and description in the textfields Please refer to Figure 11c B Make sure details are provided in these text fields 4 Click the SAVE button C to add new user NOTE If there are more than 1 missing data item simply click the CANCEL button and provide details of required data items Assigning Roles to Users 1 Please refer to Figure 11c Drag the user to its designate group 2 Click the SAVE C 13 Changing Logos All the logos displayed by the system depend on files kept in the logo subfolder in the application s main folder by default it should be C Program Files iTAX The names of the files are ProvinceLogo jpg for the
16. w Help User Administration P A J Taxpayer Title Taxpayer Type Other Taxes Rates Penalty Interest Parameters Regional Parameters System Variables Edit Map Revenue Targets Audit Trail User Log Figure 3 How to access the Taxpayer maintenance This is where the taxpayer s title and type are maintained The title is mostly for presentation purposes only like for a displaying in a bill The type however is more critical since it might be used in tax computations by the system For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 17 Page 6 Service Levy aa Aa zap mie 3 4 New Edt Delete Undelete Refresh save C cel t Print yore a SeN TE al ie Figure 4 The Service Levy s Business Activities maintenance window The different Business Activities used in the Service Levy module are maintained here For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 18 Page 7 Guest House Levy Figure 5 The Guest House Levy s Room Type maintenance window The types of hotel rooms used in the Guesthouse Levy module are maintained here For information to use this window refer to USING THE ITAX MAINTENANCE WINDOW iTAX Tanzania Maintenance and Customization Manual 19 Page 8 Revenue T
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