Mobility Tax File
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The Mobility Tax File (files with extension mt.csv) specifies which Optionee Attribute is used to assign Tax Rates and which Attribute Values relate to a particular Tax Schedule.   This file is also used to specify the Tax Benefit Allocation Type for Attribute Values. 




Insertions and Modifications
If a record already exists for the specified Attribute Value, it is updated with the provided Schedule Name and Tax Benefit Allocation Type, otherwise, it is created.



Deletions

To delete a specific Optionee Attribute Name from being the Mobility Tax Attribute, include only the Optionee Attribute Name.  The Mobility Reporting records already provided will remain.



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



File Format
#
Field Name
P =Required
Field Type

Sample Field
Description
1
Mobility  Tax Optionee Attribute Name
P
Alpha-Numeric (20)
Country
This is the Mobility Tax Attribute Name which is used to provide percentage allocations for Tax.  This is separated in this file because of the ability to define Tax Rate Schedules for Mobility Attribute Values while leaving the Tax Rate setup intact for non-mobile Optionees.
(This is also referred to as the Tax Allocation Attribute Name)
The Account must be set up to have Mobility Processing prior to adding this record (Configuration setting made by EM)
2
Attribute Value
P
Alpha-Numeric (20)
USA
This must be a valid Attribute Value
3
Reusable Tax Schedule Name
 
Alpha-Numeric (20)
USA Tax Rate Schedule
This must be a valid tax Schedule Name created in the Tax Rate page in Configuration
4
Tax Benefit Allocation Type
 
Alpha-Numeric (12)
SP
This is the Default Method for allocating Tax Benefit for the Attribute Value (Country for example)

If this is not assigned then the default is as specified on Configure/Mobility page.


Examples
To properly load, fields in each row of the file must be in the following sequence:
Mobility  Tax Optionee Attribute Name, Attribute Value, Reusable Tax Schedule Name, Tax Benefit Allocation Type


An example of valid lines in an Mobility Tax File are as follows:
Country, USA, USA Tax Rate Schedule, SP