Tax statements omitted in the workspace

Checks the count of tax statements against the transferor or transferee counts. This depends on what role the current firm has in the instrument. For example, if the firm has no transferor role then only the transferee count is checked.

This rule recognises the following scenarios as exempt from checking:

• all titles associated with an instrument that do not have any estate types in the System Code group that lists Title Estate types that require tax information
• template transfers where the mode selected is Lease/Mortgage/Other - Mortgage or Lease/Mortgage/Other - Other.
• names in the Insert Names screen for which the Transfer of Land checkbox has been unchecked.