iTAX: Service Levy User`s Manual
Contents
1. Figure 4 Service Levy Entry window 3 1 Searching Service Levy information 1 In the Service Levy Entry window click the SEARCH button to locate a certain corporate entity The Service Levy Search window Figure 5 will display i TAX Service Levy Module User s Manual 6 Page SERVICE LEVY SEARCH Figure 5 Service Levy Search window 2 Retrieve the desired corporate entity information from the Service Levy Search window by typing in the information that determines corporate entity You may be able to search for a corporate entity by typing the information in any of the given columns 3 Select the corporate entity you wish to view click RETURN button 4 The Service Levy Entry window Figure 6 will be populated with the retrieved information Date closed teen E Registration Date 01 01 2013 gt Certificate Date 01 01 2013 License Date O1 Last Financial Year Cloze Record From 2012 Edit Delete cave Cancel Print Post Debit Close i TAX Service Levy Module User s Manual 7 Page Figure 6 Service Levy Entry window 3 2 Entering Service Levy information 1 In the Service Levy Entry window click the NEW button to get a blank Service Levy Entry form Enter corporate entity information and taxpayer details Enter business premises information Enter location information Enter business activity details in2. 5 Enter the rest of the information ensuring that all required fields are filled required fields are in red and marked with an asterisk 6 Click SAVE button when you are done 3 4 Editing Service Levy information 1 Use the search instruction in section 3 1 above to locate a specific corporate entity for editing 2 Click the EDIT button to start editing corporate entity information stored in the database ag Click SAVE button when you are done with editing 4 Click the CLOSE button to end the editing session 3 5 Printing Service Levy Registration information 1 Use the search instruction in section 3 1 above to locate a specific corporate entity 2 Click the PRINT button 3 6 Service Levy Debit Posting To access the Service Levy Debit Posting function go to the FEES LEVIES Menu gt Service Levy SL gt SL Declaration TAX Ir itegratec ax anz Taxpayer Property Rate iWater Payment Reports Maintenance Window Help Guesthouse Lew nt Other Fayments i TAX Service Levy Module User s Manual 9 Page Figure 9 Service Levy Declaration Menu The Service Levy Debit Posting window will display a eos x Year 2013 gt Add y 3 501 009 008 00 1508 027 02 60 12108 1563148 10 January 501 009 008 00 1 503 027 02 60 121 08 1 563 148 10 1 503 027 02 L 7 07 Cancel 1 503 027 02 30 060 54 1 5 48 _ 1 52 1 4 Pr Post g av l eee 501 009 008 00 1 50 L 4 3
3. 8765 00 00 80 000 00 987654 00 00 834 400 00 1 668 300 00 MTELEWA 1234 00 00 100 800 000 00 234 00 00 16 800 000 00 5588 00 00 2 000 00 6666 1 000 000 00 1 000 000 00 nicholas 00987 57 420 00 57 420 00 1234 300 00 80 000 00 2345 62 400 00 62 400 00 23456 0 00 0 00 28 03 2013 Woga Ahmadi 10223 00 00 9 000 00 2345432 100 00 00 00 270 000 00 876543456 110 00 10 00 1 744 020 00 8765456765 00 00 900 00 876567876 790 00 90 00 77 580 00 Grand Total 8 0020 00 12 00 2 00 00 00 00 00 00 00 0 00 00 0019 00 00 00 00 00 2 559 745 2777 00 900 00 526 352 943 27 Figure 11 General Abstract of Collections window Select the type of report you wish to have Quarterly or Monthly Click the month or quarter you wish to view depending on the above selection Select the year and then click RETRIEVE button Make sure to set the appropriate Print size and format before clicking the PRINT button To exit from the window click the CLOSE button ER a 4 2 Collection Report To access the Collection Report go to REPORTS Menu gt COLLECTION PAYMENT gt COLLECTION REPORT i TAX Service Levy Module User s Manual 11 Page COLLECTION REPORT District of MTWARA MIKINDANI Name Service Levy Period 1st Quarter 2013 Officer Demo Admin orm fetere vever ve veve Am 3 26 2013 OR No 1564 AID BY adobe 090 522 752246 2 09050222101231232 2013 adobe REG Service Levy EE aac es ao VE 09050222101231232 2013 REG Service Le
4. 2 501 009 008 00 1 503 027 02 1 1 503 027 02 i 1 503 027 02 2 94 32 a I Ap May Figure 10 Service Levy Debit Posting window 1 Select the year from the dropdown list and then click the RETRIEVE button The system populates the window fields with information stored in the database 2 Select the Trade Name of the taxpayer from the left pane 3 Select the month you want to process and click the POST button If posting is successful a confirmation message is displayed i TAX Service Levy Module User s Manual 10 Page 4 REPORTS MODULE In the iTAX application reports are grouped together under the Reports Module Reports that use data generated by the Service Levy module are General Abstract of Collections and Collection Report These reports are described in the sections below 4 1 General Abstract of Collections To access the General Abstract of Collections report go to REPORTS Menu gt COLLECTION PAYMENT gt GENERAL ABSTRACT OF COLLECTIONS Integrated Taxation Management System iTAX Abstract of Collectior the ist Quarter of 2 ayment Dat Taxpayer Name Receipt No Cropus sts Crop Crong fac House Baskty usking fiards erty 1 Crop icens produ Grand Total 26 03 2013 FRANK JACOB KAJIGILI 1223 100 00 80 000 00 123 27 780 00 27 780 00 KINYAMAGOHA ISMAIL 123 000 00 5 000 00 1235 00 00 13 500 000 00 125 00 00 500 000 00 MASSAWE JOHN B 456567 000 00 500 000 00 4567 00 00 480 000 00
5. ake sure to set the appropriate Print size and format before clicking the PRINT button 2 To exit from the window click the CLOSE button i TAX Service Levy Module User s Manual 13 Page 5 ACCRONYMS AND ABBREVIATIONS GFA GFA Consulting Group GmbH Hamburg Germany GIZ GTZ German Development Cooperation Eschborn Germany ITAX Integrated Tax Management System LGA Local Government Authority TIN Taxpayer Identification Number i TAX Service Levy Module User s Manual 14 Page
6. horities This turnover based levy is payable in quarterly by corporate entities carrying on business in the respective Local Government Authority The rate of tax is currently 0 3 per cent of the business turnover Service Levy is a module in the iT AX software application that automates most of the processes and transactions related to revenue collection of Service Levy This module is linked to other modules in the iT AX software which enables it to utilize the common functions that handle taxpayer data accounting payments enforcements and reports The Service Levy module provides the functionalities that allow the LGA or the user to process transactions regarding the Service Levy The module also provides analysis of estimated income from Service Levy Taxpayer Property Rate Service Levy Guest House Levy Billboard Fee Payment Reports Maintenance Online Help Figure 1 Service Levy Figure 1 illustrates the structure of the iTAX application with Service Levy as the module under focus Also shown are other support modules such as Reports and Maintenance that provide common services Online Help is additional function in the software where you can seek help from Internet i TAX Service Levy Module User s Manual 4 Page The table below summarizes the features transactions and reports of the Service Levy module FEATURES Record all data items on corporate entities Declare a corporate entities monthly q
7. iTAX Service Levy User s Manual May 2014 Table of Contents POMMES Error Bookmark not defined L NR hp 3 2 DENN 4 3 SERVICE LEVY MODULE ve 6 3 1 Sera Service Levy NO NNN 6 3 2 Entering Service Levy information rrnnnnnnnnannrnnnnnnrnnnnnnernnnnnernnnnnnnrnnnnnsnnnnnnevennnnesnnnnnssnennuneeene 8 3 3 Editing Service LEVY NOM EAN varsel 9 3 4 Printing Service Levy Registration INfOrMatiONn ccccsssccccessecccceseccceeeseeeeeeseceeseneceeseneeeeeas 9 3 5 Service Levy Debit Posting r rrorarnnrerannenennnrennnnnnsnnennnvenevnnvennnnnnsnrennnvenevnnnennennnsnrennnserennevensenenee 9 i REPORTS MODULE Jr 11 4 1 General Abstract of Collections cccccccccsssssseeecccccseeeesseecccccsseeeeseseesccesseueuaeeeseeeessagassses 11 4 2 ole 11 4 3 KE de EEE 12 5 ACCRONYMS AND ABBREVIATIONS rrrnnnnnrrnvvrrnnnnnnrnrrnnnvrnnnnnnnssrnnnvrnnnnnnnnssnnnsrnnnnnnnnssnnnsrnnnnnsnsssnnnen 14 i TAX Service Levy Module User s Manual 2 Page 1 INTRODUCTION ITAX or Integrated Taxation Management System is an integrated software composed of several modules that individually accommodate the procedures that signify each of the local government offices ITAX provides a Service Levy Module for the use by the LGA for registering corporate entities and collecting Service levies using this information iTAX Service Levy Module User s Manual 3 Page 2 OVERVIEW Service Levy is charged and collected by Local Government Aut
8. the tab control at the bottom of the screen Enter the rest of the information ensuring that all required fields are filled required fields are in red and marked with an asterisk 7 Click SAVE button when you are done vo 3 3 Entering Service Levy information when Business License Registration is mandatory The LGA has the option to make registration for Business Licenses mandatory before any Service Levy can be collected This option is set in MAINTENANCE gt SYSTEM VARIABLES by an administrator Ce Je Jose Juno ete oe oe Figure 7 Setting Business License registration as mandatory Once the system variable is set the behaviour of the NEW button as well as the fields will change in the Service Levy window To enter new data 1 Click the NEW button The SEARCH BUSINESS window will open in order for the user to select the business liable for the Service Levy 2 Search and select the business then click RETURN 3 Since the Service Levy is now basing its information on a registered business most of the fields will be auto filled and disabled i TAX Service Levy Module User s Manual 8 Page Date Closed Registration Date 00 00 0000 Certificate Date 00 00 0000 License Date 00 00 0000 kK Figure 8 The entry form with some fields filled with the Business s information and disabled 4 Enter business activity details in the tab control at the bottom of the screen
9. uarterly annual income Issue a receipt for Service Levy payment Accept full partial and advance payments TRANSACTIONS 1 Create edit and delete a corporate entity information 2 Add edit and delete business activity information 3 Compute penalties interests REPORTS DISPLAYS List of corporate entities Service Levy due bill General Abstract of collections Collection Report Figure 2 Service Levy module features transaction and reports iTAX Service Levy Module User s Manual 5 Page 3 SERVICE LEVY MODULE The Service Levy module has two windows for the management of revenue collections The first window is the Service Levy Entry window that allows the registration and management of corporate entities information The second window carters for service levy declaration and debit posting processes To access the Service Levy module go to the FEES LEVIES Menu gt Service Levy SL gt SL Entry n ii Taxpayer Property Rate TAA Li iWater Payment Reports Maintenance Window Help Billboard Fee Guesthouse Lewy Other Payments Figure 3 Service Levy Entry Menu The Service Levy Entry window will display E d TB Service Levy peas Registration Date 00 00 0000 Certificate Date 00 00 0000 gt een Date Dal Close Record E dit cave Cancel Print Post Debit Close Hen Business Activity Directors Partners Add Row Delete Row
10. vy 131 352 00 577 745 27 OR No 2345 090 522 752251 5 09050222101231232 2013 nicholas REG Service Levy OR No 00987 090 522 752251 5 09050222101231232 2013 nicholas REG Service Levy se eee 57 420 00 Figure 12 Collection Report window 1 Select the type of report you wish to have Quarterly or Monthly Click the month or quarter you wish to view depending on the above selection 3 Select the year and the tax type If by tax type is selected then select the tax type from the tax type dropdown box 4 Click the GENERATE button to display the report Make sure to set the appropriate Print size and format before clicking the PRINT button 6 To exit from the window click the CLOSE button m sl 4 3 List of Businesses To access the List of Businesses Report go to REPORTS Menu gt SERVICE LEVY gt LIST OF BUSINESSES i TAX Service Levy Module User s Manual 12 Page List of Businesses Registered for Service Levy Report ME JM JJ JM ee CERVANTES CHRISTOPHER Club Bahi Road ae MASSA S SONS CO MASSAWE JOHN B Limited Company 455553 AICC Mnauka Fatumu Parastatal test Ligula A congo FRANK JACOB KAJIGILI Partnership 719 Endonet Jangwani nicholas Government Agency 1212 Magadini Wiri gar Jangwani MTELEWA Limited Company 178 Ahakishaka Maweni adobe Club 112 Kijiweni Shangani KINYAMAGOHA ISMAILY LUISole Proprietor 92 Kisiwani Shangani Figure 13 Collection Report window 1 M
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