Tax Structure

• Mark the appropriate box for tax structure using the following as a guide

• • Partnership

  • Estate/Trust

  • Corporation

  • Public Service Corporation

  • Government/Non-profit

  • Limited Liability Corporation

• Multiple Tax Structures must have consecutive dates with no overlapping dates or gaps.

Tax Effective Date

• Tax Effective Date of any item in the grid is pre-populated with the Tax Effective Date associated with this ID and cannot be changed.

Tax Expiration Date

• If the tax structure has changed or expired, enter the date of expiration of the tax structure in the grid by clicking on the Edit button and .

Tax Exempt

• Tax exemption refers to a monetary exemption which reduces taxable income

• If the group or entity falls under tax exemption status populate this field, otherwise, leave blank

Tax Structure Comment

• Additional information concerning the Tax Structure may be provided in the Tax Structure Comment Box (not required)

Group or Entity FEIN

FEIN

• The Federal Employer Identification Number issued by the Internal Revenue Service.

• This field will be pre-populated with the FEIN from the Basic Demographic screen.

Expiration Date:

In KY MPPA, some records cannot be deleted. To add a new record, the previous record must have an Expiration Date added in order to keep the history on file. To add an Expiration Date to a record, click the "Edit" button and add an Expiration Date. If a new record is added to the grid, the active dates of the new record cannot overlap existing record dates.

Special Characters:

• The following Special Characters cannot be used in the situations below. Field properties will not allow the following characters in the box:

 For First Name, Business Name, Other name (if any):    | + \ '

 For Last Name field:    | + \ ', and numbers are not allowed

 For Comment Boxes:     <  >  ^  ~ ` + | \ / ¬ £

 For Address fields:    | + ! @ # $ ^ * ( ) ? / \ " < > & : ; _

• If you copy and paste an excluded special character, an error message will display after clicking Save & Next

• Remove excluded characters from pasted information or uploaded text in the document

Save & Next:

• When finished, click Save & Next to save the information and proceed to the next page

• Click Back to go to the previous screen without saving

• Click Exit to return to the dashboard without saving

• Note that if the information is not saved, you will lose the data on the current page