Create Tax Proposal Item

Explanation

This activity is used to manually add one or more selected tax transactions to an automatic tax proposal which is already created.

Prerequisites

In order to manually add a tax transaction into a tax proposal;

• The tax transaction must not be already included in the tax proposal,
• The Fetched check box must be selected for the tax transaction in the Tax Transactions window,
• The Is Part of Tax Ledger check box must be selected for the tax transaction in the Tax Transactions window,
• The Included in Tax Proposal check box must be selected for the tax transaction in the Tax Transactions window,
• The state of the tax proposal must be Created,
• The tax transaction must fall within the criteria specified when loading the tax proposal.

System Effects

The tax transaction will be included in the tax proposal

Window

Tax Transactions

Related Window Descriptions

Tax Transactions
Create Tax Proposal Item

Procedure

1. Open the Tax Transactions window and query for the tax transaction which you want to manually add to a tax proposal.
2. Select the transaction line, right-click and then click Create Tax Proposal Item to open the Create Tax Proposal Item dialog box.
3. Select an existing tax proposal for the Proposal field using the List of Values. The company ID and name to which the the tax proposal is attached will be displayed in the Company and Display fields respectively.
4. Click OK to close the dialog box.