Intercompany Transactions

You can add InterCompany Transactions in the InterCompany Transactions screen of the Manage Units folder of the Administration area. An existing InterCompany Transaction name and state treatment can be modified. Only an InterCompany Transaction that has no record in any dataset can be deleted.

To import a new InterCompany Transaction, complete the appropriate fields on the #ICOTXNT# Inter Co Txn Types sheet in the Import Categories template. For more information on importing, refer to the Importing Templates documentation.

Screen Entry Fields

Code and Name

•	The InterCompany Transaction code is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters. The name can be edited after it is created.

•	The permanent difference code and name display in reports.

Receiving and Paying State Treatment

Determine whether or not this InterCompany Transaction federal values should be included for state calculations or not.

Include for State at Paying/Receiving Entity?

Select the appropriate check box to designate whether the adjustment should be included at the paying or receiving entity. Determine whether or not this InterCompany Transaction federal values should be included for state calculations or not.

manage_intercompany