Introduction

Once the Trade Categories are defined, the next task is to -

• Define Trade Types

• Map Trade Category to listed Trade Types

The Trade Type can be defined as the next (2nd) level classification of Trade. There can be multiple trade types and the list may vary from one State/ULB to another.

Data Table

Procedure

Data Definition

Steps to fill data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document to learn more about the template sheet, data type, size, and definitions.

3. Select the relevant Trade Category Code from the available drop-down list of Trade Category. This will map the listed Trade Type to the corresponding Trade Category.

4. Enter a unique Trade Type Code to identify the type of trade.

5. Enter a Trade Type Name (In English).

6. Enter the Trade Type Name (In Local Language).

Checklist

The checklist contains a set of activities to be performed once the data is filled into a template to ensure data entry requirements are met. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

The Trade License application, developed on the eGov-DIGIT platform, makes the process of obtaining a Trade License easy, smooth, and transparent. The module, hence, removes the need for manual processing and streamlines the key trade license management functions to provide a better user experience.

Module Features

DIGIT Trade License module enables citizens to -

1. Apply for new trade license or renew an existing trade license.

2. Upload all the relevant documents required for the license.

3. Make payment for the Trade License (New/Renewal) fee using the online payment gateway.

4. Receive notifications and alerts by emails or SMS for new application status updates and pending renewals.

5. Download Trade License, Payment & Acknowledgement Receipts online.

DIGIT Trade License module enables employees to -

1. Create flexible role-based workflows.

2. Configure license fees calculation logic.

3. View custom dashboards for module statistics.

4. Filter search results using advanced configurable search parameters.

Module Ontology

State Level

ULB Level

Module Reports

1. Receipt Register

2. Application Status

3. Cancelled Receipt Register

4. ULBwise Collection Report

5. ULBwise Application Status

Introduction

Along with the rates, the Trade License application process does require certain documents as an attachment of proof. The proof can be defined by a set of documents ranging from

• Identification Proof (Drivers License/ Voter Card/ Adhaar/ Pan etc.)

• Trade Premises Proof (Lease Agreement, Electricity Bills, etc).

• Misc Documents (Affidavit, Self- Declaration, etc).

The Number and the Documents required could vary across the State, ULB(s), and might be dependent on Trade Subtypes, all of which are totally configurable on DIGIT.

Data Table

Procedure

How to fill data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Identify the “Trade Sub Types” that exists at a ULB/ State level.

5. Collect the above information and feed it below the “Trade Sub Type Name” column accordingly. The Description of Trade Sub Type Name must be provided as per the language specified in the respective column.

6. Add the “Trade Sub Type Code” respectively against the identified trade type(s).

7. Fill in the *Document 1 & *Document 2 columns respectively.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

The structure type is the first level of classification of the premises where the trade has to be established and conducted. This is mostly used as management information in the trade detail.

Data Table

Procedure

Data Definition

Steps to fill data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document for more details on data type, size, and definitions.

3. Contact the person who shared this template with you to discuss and clear your doubts.

4. Enter the relevant structure types.

5. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per specifications. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

The separate entity-specific checklist is not needed for this entity data template.

Attachments

Introduction

Trade Type can be further sub-classified into Trade Sub Type depending on the trade ontology existing in the ULBs or States. Hence, Hotels can be further classified into Dhabas in North India or Udupis in South India.

Once the are defined, the next task is to -

• Define Trade Sub Types

• Map Trade Types to corresponding Trade Sub Types

Data Table

Procedure

Data Definition

Steps to fill data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document to learn more about the template sheet, data type, size, and definitions.

3. Select the relevant Trade Type Code from the Trade Type master data. This will map the listed Trade Sub Type to the selected Trade Type.

4. Enter a unique value for Trade Sub Type Code.

5. Enter the English name for Trade Sub Type Name (English).

6. Enter the local name for the Trade Sub Type Name (Local Language).

Checklist

The checklist contains a set of activities to be performed once the data is filled into a template to ensure data entry requirements are met. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

DIGIT Property Tax facilitate ULBs and citizens to automate the assessment/ re-assessment of property tax for a property and its demand billing and collection. It also enables the ULBs as well as citizens to process the transfer of title of a property in case of a sale, gift or will and captures the history of ownership.

Module Features

The main features of the product are as given below.

1. Completely automated assessment and re-assessment of property tax against a property.

   1. Online self-assessment process

   2. Integrated workflow for ULB staff to perform the check and approve.

2. Transfer of title (Mutation)

   1. Online application

   2. Integrated workflow for ULB staff to perform the check and approve.

3. Generating the demand

4. Collection of property tax through various modes (Cash, Cheque, POS (Credit/ Debit Card), NEFT/RTGS, Online - Through Payment Gateway)

5. Auto calculation of rebate, interest and penalty.

Module Ontology

State Level

1. Property Type

2. Property Sub Type

3. Property Usage Major

4. Property Usage Minor

5. Property Usage Sub Minor

6. Property Usage Detail

7. Construction Type

8. Ownership Category

9. Ownership Sub Category

10. Owner’s Special Category

11. Special Category Documents

12. Road Type

ULB Level

1. Unit Rate

2. Tax Rate

3. Interest Rate

4. Penalty Rate

5. Rebate Rate

6. Mutation Fee

Module Reports

1. Receipt Register

2. Cancelled Receipt Register

3. Demand Register

Introduction

The Construction Type refers to the list of Building construction types in the ULB limits considered for tax calculation.

DIGIT Property Tax system has certain pre-defined categories namely :

• Pucca

• Semi Pucca

• Kuccha

Data Table

Procedure

Steps to fill data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document to understand the headers in the template sheet, their data type, size, and definitions.

3. Reach out the person who shared the template for further details or to clear your doubts. Identify if the State/ULB has a provision for capturing pipe size for connections.

4. Identify the construction types applicable and fill into the given template.

5. Go through the checklist to verify the data. Make sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

There is no checklist applicable separately to this entity.

Attachments

Introduction

Roads are constructed in order to facilitate the locomotion of people from a place to another.

The roads constructed in a state are classified into certain categories which could be on the basis of the width of the road, construction material or the function and location. Road type is one of factor defining the unit rates and hence configuration is needed for DIGIT module in order to describe the property and what are the taxes it could attract.

Data Table

Given below is the sample data table from the template in which the data has to be collected:

Please note that the values mentioned in the data table are sample values and the states are free to add/update according to their specific requirements.

Procedure

Data Definition

Steps to fill Data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Firstly identify all the classifications of road types which are present in the state.

5. Secondly get the codes for that classification, if not present form the codes with abbreviated terms.

6. After which start filling the template with the proper codes and description.

7. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

Not Applicable

Attachments

Introduction

The Trade Category List can be defined as the primary or the 1st level classification “head” for trade(s) defined at a ULB/State Level.

Data Table

Procedure

Data Definition

Steps to fill data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document to learn more about the template sheet, data type, size, and definitions.

3. Enter a unique Trade Category Code for each trade head.

4. Enter the Trade Category Name. Some trade categories are already defined in the master. Add new categories as required.

5. Enter the Trade Category Name (Local Language).

Checklist

The checklist contains a set of activities to be performed once the data is filled into a template to ensure data entry requirements are met. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

Structure sub type is the second level of classification of the premises where the trade has to be established and conducted. This is mostly used as management information in the trade detail.

Data Table

Procedure

Data Definition

Steps to fill data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document for more details on data type, size, and definitions.

3. Contact the person who shared this template with you to discuss and clear your doubts.

4. Enter the relevant structure sub types with its proper mapping with structure type.

5. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per specifications. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

The separate entity-specific checklist is not needed for this entity data template.

Attachments

Master data templates allow users to configure the key parameters and details required for the effective functioning of the modules. This section offers comprehensive information on how to configure the master data templates for each module.

Introduction

Once the Trade Ontology is defined, the next step is to allocate the license fee associated with the Trades.

Dependent on the Trade Classification Level (Types/ Subtypes), the fee allocated might be the same across the Sate or could vary from ULB to ULB. There could be a distinct fee(s) for two different types of applications (new and renewal).

Following are the key tasks to be executed :

• Allocate the License Fee according to Trade Classification Level (Types/Subtypes).

• Map the License fee with respective Trade Classification Level.

Data Table

Procedure

How to fill data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. Identify the “Trade Sub Types” that exists at a ULB/ State level.

4. Collect the above information and feed it below the “Trade Sub Type Name” column accordingly. The Description of Trade Sub Type Name must be provided as per the language specified in the respective column.

5. Add the “Trade Sub Type Code” respectively against the identified trade type(s).

6. Fill in the New License Fee & New Renewal Fee accordingly. The New License Fee & Renewal Fee can be the same as well as distinct, depending on the by-laws/ mandate followed by the State/ULB.

7. Fill in the fields related to Units of Measurement (UOM Unit, From/To) for the available trades only.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

A property can be used for a variety of things such as to live or to do some trading/selling etc activity or for any other purpose. Properties can be classified into various categories on the basis of there usage. Ideally, property usage is categorized as residential, non-residential or a mix of both.

Data Table

Procedure

Data Definition

Steps to Fill Data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document to understand the headers in the template sheet, their data type, size, and definitions.

3. Reach out the person who shared the template for further details or to clear your doubts. Identify if the State/ULB has a provision for capturing pipe size for connections.

4. Identify all the property usages categorized at first level and fill into the given template.

5. Go through the checklist to verify the data. Make sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

Not Applicable

Attachments

Introduction

This is a further sub-classification of the usage types into sub minor category. Here the properties can be further classified such as commercial food joints etc.

Data Table

Below mentioned is the data table from the template used to collect the data:

Procedure

Data Definition

Steps to Fill Data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Identify all the sub minor categories used across the state.

5. After which identify the codes of all the sub minor categories, if not present abbreviate the description.

6. Get the details(description) of these codes.

7. Start filling the template with the codes and description in English and one native language would be helpful.

8. Get the exemption maximum amounts and their respective percentages.

9. Most importantly do get a mapping of these sub minor codes to their parent which is minor usage type.

10. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed on the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

Not Applicable

Attachments

Introduction

Usage Category Minor is nothing but a further classification of “ Usage Category Major’s ”, which can be explained as a broad diversification of the usage of your property.

This broad diversification is ideally used to classify the tax amount to which a property could be exempted from.

Data Table

Below mentioned is the data table that is used for collecting data:

Procedure

Data Definition

Steps to fill Data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Gather all the details available for the usage category minor type.

5. Start collecting the codes for the same, if not available abbreviate the description to create a relevant code.

6. Start filling the template with the codes and descriptions for details in the relevant columns.

7. After that start mapping them with the relevant Usage Category major codes.

8. Get the rates as well as amounts for the exemption if any.

9. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

Not Applicable

Attachments

Introduction

The Property Sub Type represents 2nd level classification to the and provides the option to further classify the property type in sub types. For example property type ‘Built-up’ is further classified into Independent House, A Flat In Apartment and Half Constructed Half Open and considered differently on tax calculation procedure.

Data Table

Procedure

Steps to fill data

1. Download the data template attached to this page.

2. Refer to the ‘Data Definition’ section of this document to understand the headers in the template sheet, their data type, size, and definitions.

3. Reach out the person who shared the template for further details or to clear your doubts. Identify if the State/ULB has a provision for capturing pipe size for connections.

4. Identify all the property sub types applicable and fill into the given template.

5. Go through the checklist to verify the data. Make sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

There is no separate checklist is applicable to this entity.

Attachments

Introduction

The first level of classification of a property based on its construction is defined as Property Type. Generally, the property is divided into two types :

• Built-up

• Vacant Land

Data Table

Procedure

Steps to fill data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Identify the “Property Types” that exists at a ULB/ State level.

5. Collect the above information and feed it below the “Property Type Description” column accordingly. The Description of Property Type must be provided as per the language specified in the respective column.

6. Add the “Property Type Code” respectively against the identified Property Type(s).

Checklist

The checklist is a set of activities to be performed once the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

There is no separate checklist applicable to this entity.

Attachments

Introduction

The Usage category could be more detailed out on classifying them further and detailing more specifically on what kind of usage it is such as hotel, shops, community centre etc.

Data Table

Below mentioned is the definition of the template which is used in data gathering:

Procedure

Data Definition

Steps to Fill Data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Gather all the details for this last classification of Usage Category Detail.

5. Figure out the codes, if not present abbreviate the description so that it creates relevancy between code and description.

6. Get the relations to the sub minor, minor and major.

7. Start filling the template with the codes and description of the usage Category detail and then followed by relative sub minor codes.

8. In the active column fill up weather the category is still active or not.

9. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed on the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

In order to justify the Property Owner’s Special Category status, there are certain supporting documents that are required as the attachment of proof. These documents are crucial in terms of providing/ availing rebate on the property tax amount.

Data Definition

Procedure

How to fill data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Identify the “Owner Categories” that exists at a ULB/ State level.

5. Add the “Owner Type Code” respectively. The predefined format of the Owner Type Code only must be used from the “Owner Special Category” Master Sheet and not any random code. This will provide the base reference for the mapping of ownership type with the required documents.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

Taxes are calculated based on the type of property and differ for each type.

For example, a residential property could have a different rate than a non-residential property, which could differ from year to year.

The tax could be a general property tax or a new type of tax introduced.

Data Table

Procedure

Data Definition

Steps to fill Data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Gather the details for all the types of properties and the type of taxes levied on them.

5. Start filling the type of tax and the property type from the first column and then start defining the rates and year of application.

6. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

Not Applicable

Attachments

Introduction

This is a further sub-classification of the ownership which details what is the ownership sub category, whether there is a single owner, multiple owner etc. . An example has been given in the attachments section of the page.

Data Table

The data has to be collected for all the subcategories of ownership type present in the state. Below mentioned is the table of the template that is being used to gather data:

Procedure

Data Definition

Steps to fill Data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Download the data template attached to this page.

5. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

6. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts. First, get all the sub classifications for the listed category.

7. Get the codes and start filling the template.

8. Fill in the codes for the sub category in the 2nd column with there proper mapping of Ownership Type category(Parent level).

9. Repeat the steps for all the ownership type categories(Parent Level) .

10. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.

Checklist

The checklist is a set of activities to be performed one the data is filled into a template to ensure data type, size, and format of data is as per the expectation. These activities have been divided into 2 groups as given below.

Common Checklist

This checklist covers all the activities which are common across the entities.

Entity Specific Checklist

This checklist covers the activities which are specific to the entity.

Attachments

Introduction

Unit rates are also an important part of property tax. The property tax for a property is counted on the are that the property is covering. These unit rates could differ from ULB to ULB, Ward to Ward, Mohalla to Mohalla and then can be based on different parameters such as Road Type, Property Construction Type etc.

Data Table

Procedure

Data Definition

Steps to fill the data

1. Download the data template attached to this page.

2. Get a good understanding of all the headers in the template sheet, their data type, size, and definitions by referring to the ‘Data Definition’ section of this document.

3. In case of any doubt, please reach out to the person who has shared this template with you to discuss and clear your doubts.

4. Figure out on what boundary types are the property tax unit rates being defined and start filling that with its code and its name in English in the boundary code and boundary code name column.

5. In case there are more parameters on which the unit rates are being classified such as road type, construction type is being classified, start making a different column for the same starting from parameter 1, parameter 2…

6. Make sure you replace the column name from parameter 1 to the classification on which it is being classified.

7. At the end fill up the unit rates column.

8. Verify the data once again by going through the checklist and making sure that each and every point mentioned in the checklist is covered.