Please note that the functioning of the Add and Edit modes is dependent upon the data
arrangement defined specifically for each client. As such, all functionality and field-editing
capabilities under these modes may not be completely available.
The Tax page is divided into three sections:
1. The top section labeled GRANT DETAILS contains basic static grant identification
information. This identifier data will appear in the same position on each
preceding/succeeding page when viewing grant specific information.
2. The bottom-right section has the content relating to Mobility information for a
given grant.
Exclude Mobility check-box function allows the exclusion of a grant from being
tracked for mobility attributes.
The Mobility Tax Benefit Allocation table allows for the override with mobility
information. Each line of this table deals with an Exercise of Disqualifying Disposition
for which custom information can be input for exception cases.
Total Tax Event Gain is the the basis for the calculation of Actual tax Benefit.
Optionally, each transaction can be further sub-divided into it's Mobility constituents
in the second table. Users can choose to input ATB percentage, ATB Shares and/or
Tax Event Gain for each Tax Attribute Value.
Tax Attribute Value is the active Mobility Tax Attribute in use.
3. The left hand section contains the navigation bars to specific information about
the grant (Cancellation, Exercise, etc.). Each of these bars will will be preceded with
an * if there is specific data for that selection available. For instance, *Exercise
indicates exercise data is available, Cancellation indicates no cancellation data is
available.
Clicking on any specific bar will take you to that specific page to view the available
data.
The EXIT button at the bottom of the page will send you back to the Grant Details
page from which you originally navigated.
The VIEW, ADD and EDIT drop down at the top-right of the page are available
modes.
ADD Mode
When the ADD mode is chosen from the pull-down, a blank form is generated that allows for the
input of a new grant into the database. Similar to the Data Upload module, all existing validations
will continue to be enforced.
EDIT Mode
When the EDIT mode is chosen from the pull-down, the Tax Rate definition can be changed from
Account Level to Grant Level or vice versa. When a grant-level change is saved, the provided tax
rate table should be provided with one or a series of Effective Date and Tax Rate(s). Any gap
between the grant date and the first effective date will be filled by data from the group level, and
then by data at the account level.