Converting from Aggregated to Aggregated Post-Tax

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.