AM.IT/1

Return Filing Code

INTANGIBLE TAXES

Data Tag: AM.IT/1

Choose from Return Filing Code

Indicates procedure used for filing tax with this account.

If coded as 0 or 1, no processing is performed. If 2, 3 or 4, intangible tax calculations are performed for the account.

AM.IT/2

Schedule Preparation Code

INTANGIBLE TAXES

Data Tag: AM.IT/2

Choose from Schedule Preparation Code

Procedures for schedule preparation.

AM.IT/3

Report to State

INTANGIBLE TAXES

Data Tag: AM.IT/3

Choose from Report To State

Indicates if tax must be reported to state.

Must be Y if IRP report is required.

AM.IT/4

Bank Percent Subject to Property Tax

INTANGIBLE TAXES

Data Tag: AM.IT/4

Data Format: 5(N)/3.2 format

Percentage that must be taxed as personal property tax in the county or township specified in IT/5 or IT/6. Accepts values from 0 to 100. Default is 100.

Directly related to field BI/9 (% Subject to Personal Property Tax) of the co-fiduciary submaster. The sum of these two fields is the total percent taxable of personal property and cannot exceed 100 percent.

AM.IT/5

Bank County Code

INTANGIBLE TAXES

Data Tag: AM.IT/5

Table 23: County Code Table

County in which taxes are paid.

Accepts valid codes from table 23 of TAD.

AM.IT/6

Bank Township Code

INTANGIBLE TAXES

Data Tag: AM.IT/6

Data Format: 3(N)

Township in which taxes are paid.

Accepts a valid code from table 23 of TAD, which must be linked to county entered in IT/5 in the ITP table.

AM.IT/7

Florida Tax Return Type

INTANGIBLE TAXES

Data Tag: AM.IT/7

Choose from Filing Status For Fl Tax

Determines which cover page prints for Schedule A.

If I or J, the report heading is:

“Florida Individual and Joint Intangible Tax Return for <9999>”

If C or blank, the report heading is:

“Florida Intangible Personal Property Tax Return for <9999> Corporation, Partnership, and Fiduciary.” <9999> default is current calendar year.

AM.IT/8

Interested Party for Florida Tax

INTANGIBLE TAXES

Data Tag: AM.IT/8

Data Format: 7(N)

Accepts a valid interested party number. Determines name and address to print on Schedule A.

For a valid interested party number, the name prints up to five lines from account master field BI/2 (Account Long Name), followed by “C/O” and up to two lines from interested party master field BI/2 (Interested Party Full name).

The address prints up to five lines from interested party master field BI/3 (Legal Address). However, if a legal address is not defined, up to five lines from interested party master fields BI/7 (Mailing Address), BI/8 (Postal State Code of Mailing Address) and BI/9 (Zip Code of Mailing Address) print instead. If the mailing address is not defined, information from account master field ANA/2 (Street Address), ANA/3 (City), ANA/4 (Postal State Code of Alternate Address), and ANA/5 (Zip Code of Alternate Address) print.

If an address default is not defined for the interested party, the address prints as though field IT/8 is blank. If IT/8 is blank, name and address information is obtained from account master field BI/2 (Account Long Name) and installation master field BI/2 (32 Characters of Address) and BI/3 (Second Line of Address). If multibank processing is enabled, the address from table 20 (institution table) is used.

AM.IT/9

Second Interested Party for Florida Tax Joint Filing

INTANGIBLE TAXES

Data Tag: AM.IT/9

Data Format: 7(N)

Accepts a valid interested party number. Determines name and address for second interested party for joint returns.

Investments (IV) Group

Account Master

Investments Group

Field

Name/Format

Description