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Country

The country associated with the tax rate. You can click the ellipsis button beside this field to select a different code value.
After you save the tax rate, you cannot change this value. If you need to change this value, delete the tax rate and create a new tax rate.

Region

The region associated with the tax rate. You can click the ellipsis button beside this field to select a different code value. If you are creating a tax rate at the country level, and no region applies, select the value of DEFAULT.
After you save the tax rate, you cannot change this value. If you need to change this value, delete the tax rate and create a new tax rate.

Effective Date

The effective date associated with the tax rate identifies the date for the tax rate in effect at the time of any dividend distribution. You can click the ellipsis button beside this field to select a different date.

Tax Type

The type of tax associated with the tax rate, for example, long term capital gain tax. For information about adding tax types, see "Creating a Tax Type for Tax Rates."

Tax Rate

The tax rate in decimal terms. For example, enter a 20% tax rate as 0.20000.

Update Date

The system assigns the date and time of the most recent changes made to this tax rate.

Update Source

The system assigns the user name of the person who most recently maintained this tax rate. This field accommodates up to 30 characters.

Range Minimum

(Used for retail fund calculations) The beginning of the period, in months, for which the tax rate is in effect. For example, you can enter a range minimum and maximum of:

• 0.0 to 12.0 for a holding period up to one year
• 12.0 to 99999.9 for a holding period 12 months or greater.
• 12.0 to 18.0 for a medium term rate in effect for this period
  This value is optional.

Range Maximum

(Used for retail fund calculations) The end of the period, in months, for which the tax rate is in effect. This value is optional.