To convert from using the Aggregated Attribute to Aggregated Attribute Post-Tax Basis:
1. | Change the paramvalue for the VA_CALCTYPE dataset parameter from 2 to 4. |
2. | Export your data to create an Import Template. You can also save this file to create a back up of your data prior to changing it. |
3. | In Reports, select a report and then Run. The program computes the automation amounts for Valuation Allowances on an Aggregated Attribute Post-Tax method and then generates an updated report. |
4. | You can re-import your Beginning Balances for Valuation Allowances, if necessary. |
Note: If you need to convert from the Aggregated Attribute to Aggregated Attribute Post-Tax Basis, please contact your client manager or Support.
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