The Tax Detail page is used to determine each consumer’s individual budgeting unit.
To add or update a tax record for a case person(s):
Select Eligibility from the Global Navigation Bar. Select Customer Information from Local Navigation. Open the financial data collection pages by clicking on the + beside Financial from Task Navigation. Select Tax from Task Navigation. The Tax List page displays.
Click the Edit button for the case person the New indicator is displayed. The Tax Detail page displays.
Review the three options:
NOTE: If a Tax record maps in, users are not able to reject the Tax record. Accept the record if the data is accurate; otherwise, adjust the data prior to accepting it.
Accept all data from an e-Application
Click the Check All button.
Click the Accept button to proceed with the e-Application.
Accept only some data from an e-Application and reject other data:
Select each check box for the new data element the user wants to accept.
Click the Accept button.
A window displays with this text: “The following data items have not been accepted. Clicking “Continue” rejects this data. Do you want to continue?” Click Continue to proceed or Cancel to re-evaluate the data before proceeding.
Reject all data from an e-Application:
Click the Accept button.
A window displays with this text: “The following data items have not been accepted. Clicking Continue rejects this data. Do you want to continue?” Click Continue to proceed or Cancel to re-evaluate the data before proceeding.