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.

1. Open the Tax Templates window and query for the tax template that you want to modify.
2. Select the record, right-click and then click Basic Specific Info to open the Tax Template Basic Specific Info window.
3. Create a new record in the table.
4. Enter an ID for the new detail in the Detail ID field.
5. Select the relevant information type for the detail from the list in the Info Type field.
6. Select an appropriate value for the detail from the list in the Info Value field.
7. Save the information.

The following procedure can be used to modify the details that already exist for a tax template.

1. Open the Tax Templates window and query for the tax template that you want to modify.
2. Select the record, right-click and then click Basic Specific Info to open the Tax Template Basic Specific Info window.
3. Populate the table and change the information value  of the relevant fields.
4. Save the information.