Tax Incentive Activation

Activate published tax incentives for your company and specific employee groups.

Purpose:

• Enable tax incentive programs at company level
• Control which incentives apply to your organization
• Verify eligibility before activation
• Track activation/deactivation history

Fields:

Field	Type	Description
Tax Incentive Code	Text (Read-only)	Code from published incentive
Tax Incentive Name	Text (Read-only)	Name from published incentive
Eligible Code	Dropdown	Specific eligible code to activate
Active	Toggle	Activation status
Activated At	Timestamp	When incentive was activated
Activated By	Text	User who activated
Deactivated At	Timestamp	When incentive was deactivated
Deactivated By	Text	User who deactivated

Available Actions:

Action	When Available	Purpose
Check Eligibility	Before activation	Verify company qualifies for incentive
Activate	Not yet active	Enable incentive for company
Deactivate	Currently active	Disable incentive for company

How to Use:

1. Check Eligibility:

1. Navigate to Tax Adjustment > Configuration > Tax Incentive Activation
2. Find published incentive in grid
3. Right-click → Activate
4. Modal opens with incentive details
5. Select Eligible Code (your company's category)
6. Click Check Eligibility button
7. System validates:
   • Company registered in eligible category
   • Required documentation complete
   • Effective date range valid
8. Result shows: ✅ Eligible or ❌ Not Eligible

2. Activate Incentive:

1. After passing eligibility check
2. Confirm activation
3. Click Save
4. Incentive becomes active
5. System applies automatically in payroll for matching employees

3. Deactivate Incentive:

1. Right-click active incentive
2. Select Deactivate
3. Confirm action
4. Incentive stops applying in payroll

Activation Flow:

Best Practices:

• Always run eligibility check before activation
• Document eligibility verification in company records
• Activate only incentives your company qualifies for
• Monitor program end dates and deactivate expired incentives
• Keep supporting documents for tax audits

Important Notes:

• Only one eligible code can be activated per incentive at a time
• Activation affects all employees matching the eligible code
• System automatically applies incentive in tax calculation
• Deactivation does not affect historical payroll (already processed)
• Activation/deactivation tracked for audit purposes

Eligibility Verification: System checks:

• Company registration matches eligible code
• Company has required certifications/licenses
• Effective period is current
• No conflicting active incentives
• Regulatory requirements met

Common Scenarios:

Scenario 1: New Government Program

1. Tax incentive published by admin → Appears in list
2. Check eligibility for your company
3. If eligible → Activate for specific employee group
4. Applied automatically in next payroll

Scenario 2: Program Expired

1. End date reached
2. Deactivate incentive
3. System stops applying in payroll
4. Historical data preserved

Scenario 3: Mid-Year Participation

1. Company qualifies mid-year
2. Activate incentive
3. Applied from activation month forward
4. No retroactive application (unless manually adjusted)