Create Tax Reconciliation Template
Explanation
Use this activity to create a template for general ledger tax reconciliation
report. The ownership of a template can be public or private. You can have only one default
Public tax reconciliation template and the owner can have only one default
Private template at a given time.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.
Window
Tax reconciliation
Template
Related Window Descriptions
Tax Reconciliation Template
Procedure
- Open the Tax Reconciliation Template window.
- Click New.
- Enter an identity for the Template ID field.
- Enter a description for the template in the Description field.
- Select the ownership type for the template from the Ownership
list. By default the ownership of the template will be Private.
- Select the Default check box if you want to make a template in Public or Private ownership belonging to an owner default.
At a given time there can be only one default Public template and one
Private template per owner.
- Click Save.
- The Column Name is system generated and you cannot modify this.
At any given instance you can only have seven columns for a template.
However, you can delete a column depending on your requirement and create
one manually to replace the deleted column(s).
- Enter a description for each Column in the Description field.
- Select an operator from the Operator list for each Column
created.
- If you have selected the operator Between then enter a value each
for From Value and To Value fields.
- The Values Exist check box will be selected, If you have selected the operator
Incl Specific Values or Excl Specific Values and then right click and select
Define Includes/Excludes Values option and have selected any items from
Include/Exclude Values dialog box.
- If Include No Value check box is selected then account
balances that are not connect to tax codes will be displayed. You can select
this check box only for a single column and there shouldn’t be any tax code
selection given for that particular column.
- Click Save.