Create Tax Proposal

Explanation

Use this activity to create tax proposals and select tax transactions to be reported. This is done by specifying the date/period range and selecting a tax report in the Create Tax Proposal  dialog box. If a tax office is entered, only tax reports specified for that office will be available.

Prerequisites

This activity requires that tax transactions which are not reported, exist.

Note: If the loaded proposal is a correction proposal of the type Replacement, tax transactions included in the original tax proposal will be included although they have already been reported.

System Effects

As a result of this entry, tax transactions covered by the tax proposal are selected for reporting.

Window

Automatic Tax Proposal

Related Window Descriptions

Automatic Tax Proposal
Create Tax Proposal

Procedure

1. Open the Automatic Tax Proposal window.
2. Right-click in the background of the window, and then click Create Tax Proposal. The Create Tax Proposal dialog box appears. The ID for the new tax proposal will be automatically entered. Enter a description for the new tax proposal in the corresponding Description field.
3. If applicable, select a tax office from the List of Values.
4. Select a tax report from the List of Values.
5. Edit the period/date range if necessary. Either the New Proposal option or the Correction Proposal option will be automatically selected as relevant.
6. Click OK.