Copy Existing Tax Report Template

Explanation

This activity is used to copy an existing tax template and save it with a different template ID and a description. The purpose of copying an existing tax template is to create a new tax template. Once a tax template has been copied, it is possible to modify the information relating to the template as required in the Tax Templates window.

Prerequisites

In order to perform this activity, at least one tax template with the Copying is Allowed check box selected in the Tax Templates window, must exist.

System Effects

As a result of this activity, a new tax template will be available to be used when creating a tax report.

Window

Tax Templates

Related Window Descriptions

Tax Templates
Copy Tax Template Basic

Procedure

1. Open the Tax Templates window and query for the tax template that you want to copy.
2. Select the record, right-click and then click Copy Tax Template Basic to open the Copy Tax Template Basic dialog box.
3. Enter an ID and a description in the Destination area for the new template which will be created. (Note: Template IDs S000-S999 are reserved for system defined templates.)
4. If you want to create a new file template for the new tax template by modifying the file template used by the source tax template, enter a new ID in the File Template field.
5. Click OK to copy the tax template to the Tax Templates window.
6. In the Tax Templates window, query for the template ID you entered in the Copy Tax Template Basic dialog box.
7. Make any necessary modifications to the information displayed in the Tax Templates window for the tax template.
8. Save the information.