WithholdingScreen

Description

This business rule defines the layout of the Withholding screen, which signifies the amount or percentage of federal and state taxes to be withheld from taxable disbursements defined by the Policy Owner.

WithholdingScreen can be built to address withholding at the Policy and Activity level. Following are some of the basic dynamic fields that are recommended to be present in the WithholdingScreen.

Federal Percent
Federal Amount
State Percent
State Amount

WithholdingScreen writes to the following tables:

AsWithholding
AsWithholdingField

WithholdingScreen Element/Attribute Table

Element/Tag	Definition	Attribute	Element/Attribute Value and Description
<WithholdingScreen>	The required opening and closing elements of this business rule.
<Fields>	See Fields.

XML Example

<WithholdingScreen>

<Fields>

<Field>

<Name>FederalPercent</Name>

<Display>Federal Percent</Display>

<DataType>Percent</DataType>

<DefaultValue>0</DefaultValue>

</Field>

<Field>

<Name>FederalAmount</Name>

<Display>Federal Amount</Display>

<DataType>Money</DataType>

<DefaultValue>0</DefaultValue>

</Field>

<Field>

<Name>StatePercent</Name>

<Display>State Percent</Display>

<DataType>Percent</DataType>

<DefaultValue>0</DefaultValue>

</Field>

<Field>

<Name>StateAmount</Name>

<Display>State Amount</Display>

<DataType>Money</DataType>

<DefaultValue>0</DefaultValue>

</Field>

<Field>

<Name>OptOut</Name>

<Display>Opt-Out</Display>

<DataType>Radio</DataType>

<DefaultValue>01</DefaultValue>

<Disabled>No</Disabled>

<Query  TYPE="FIXED">

<Options>

<Option>

<OptionValue>01</OptionValue>

<OptionText>No</OptionText>

</Option>

<Option>

<OptionValue>02</OptionValue>

<OptionText>Yes</OptionText>

</Option>

</Options>

</Query>

</Field>

<Field>

<Name>StateForm</Name>

<Display>State Form Returned</Display>

<DataType>Radio</DataType>

<DefaultValue>01</DefaultValue>

<Disabled>No</Disabled>

<Query TYPE="FIXED">

<Options>

<Option>

<OptionValue>01</OptionValue>

<OptionText>No</OptionText>

</Option>

<Option>

<OptionValue>02</OptionValue>

<OptionText>Yes</OptionText>

</Option>

</Options>

</Query>

</Field>

</Fields>