Modify Tax Template Basic Specific Information
Explanation
This activity is used to modify information that is
specific to a selected, user-defined tax template. This can involve changing the
existing details of the tax template and/or entering new details for it.
Prerequisites
In order to perform this activity, a user-defined tax
template must exist.
System Effects
The modifications made will apply when tax reports are
created based on the tax template.
Window
Tax Templates
Related Window Descriptions
Tax Templates
Tax Template Basic Specific Info
Procedure
The following procedure can be used to enter a new
detail for a tax template.
- Open the Tax Templates window
and query for the tax template that you want to modify.
- Select the record, right-click and then click Basic
Specific Info to open the
Tax Template Basic Specific Info
window.
- Create a new record in the table.
- Enter an ID for the new detail in the Detail ID
field.
- Select the relevant information type for the
detail from the list in the Info Type field.
- Select an appropriate value for the detail from
the list in the Info Value field.
- Save the information.
The following procedure can be used to modify the
details that already exist for a tax template.
- Open the Tax Templates window
and query for the tax template that you want to modify.
- Select the record, right-click and then click Basic
Specific Info to open the
Tax Template Basic Specific Info
window.
- Populate the table and change the information
value of the relevant fields.
- Save the information.