Mobility Tax Benefit Allocation File
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The Mobility Tax Benefit File (files with extension tb.csv) specifies Mobility Allocation information for grants. All allocation related updates for Mobility Reporting for grants are handled through this file. 




Insertions and Modifications
The upload file can contain both new records, and updates to existing records. The combination of GrantID, Tax Event Type, Exercise Date and Exercise Date FMV provides a unique record.

Whenever this record is provided it will add or replace the information for the unique key.



Deletions

To delete a specific record, the unique key only with no other information should be provided. This would be a record containing GrantID, Tax Event Type, Exercise Date and Exercise Date FMV.



Deletion records can be in the same file as insertion and modification records.

File Format
#
Field Name
P=Required
M= MPA Grant Only
Field Type

Sample Field
Description
1
Grant ID
P
Alpha-Numeric (40)
Grant01
Unique identifier for each Grant
2
Tranche ID
 
 
Alpha-Numeric (20)


01
Identifies the specific tranche
3
Tax Event Type
P
Alpha-Numeric (2)
DD
This field specifies if the Tax Event is an Exercise or a Disqualifying Disposition
 
Exercise Date
P
Date
5/1/2009
The Exercise Date on the Exercise Record which this allocation applies to.
4
Exercise Date FMV
P
Numeric (14.4)
2.8
The Fair Market value from the Exercise
5
Disqualifying Date
 
Date
5/1/2009
The Disqualifying Date on the Disqualifying Disposition which this allocation applies to.
6
Disqualifying Date FMV
 
Numeric (14.4)
2.8
The Disqualifying Date Fair Market Value from Disqualifying Disposition which this allocation applies to.
7
Total ATB Shares
 
Numeric (14.4)
100
This is  the total Actual Tax Benefit Shares
8
Total Tax Event Gain
 
Numeric (14.4)
2000
This is the custom provided total Tax Event Gain which may be different from the total intrinsic value that is normally used for the Tax Benefit.
 
Mobility Tax Attribute Value
P
Alpha-Numeric (20)
Germany
This must be a valid Attribute Value for the Tax Attribute Name defined in Mobility Control
 
ATB Percentage
 
Numeric (14.4)
.054
The percentage allocation for the Attribute Value
 
ATB Shares
 
Numeric (14.4)
1000
This is the number of ATB Shares allocated to each Tax Attribute
 
Tax Event Gain
 
Numeric (14.4)
4250
This is the Tax Event gain allocated to each Tax Attribute
 
Fields 10 to 13 may be repeated as many times as required for applicable Attribute Values
 
 
 
 

Examples
To properly load, fields in each row of the file must be in the following sequence:
Grant ID,Exercise Date,Exercise Date FMV,Total ATB Shares,Total Exercise Event Gain,Tax Attribute Value,Percentage,ATB Shares,Exercise Event Gain,Tax Attribute Value,Percentage,ATB Shares,Exercise Event Gain


An example of valid lines in an Mobility Tax Benefit Allocation File are as follows:
12345,5/10/2009,25,,4000,USA,,60,,Canada,40,,