Tax Accounts

In the Tax Accounts tab, users can activate system parameters to add Global Access functionality. To find additional information about a parameter, click on the parameter name and the description appears at the bottom of the page.

The following parameter may be set up in the Tax Accounts tab:

Add Tag to Tax Accounts Drop-Down Menu

•Users can add multiple tags for the tax accounts drop-down list.

 

Users can create tags for the following dataset types for tax accounts adjustments:

•Q1_actual
•Q1_forecast
•Q2_actual
•Q2_forecast
•Q3_actual
•Q3_forecast
•reporting
•retprov
•retprovgs
•yeprov
•yeprovgs (gaap)
•yeprov (stat)

 

To create tax accounts adjustment tags:

 

1. From the Add Tax Accounts to Perm Drop-Down Menu list, select the dataset type and then click Add. For example, users may select yeprov from the list.

2. For the dataset type selected, click Add and then select a tag from the list. For example, users may select Manual from the list.

3. Click Add.