FACTSHEET:

How to Assign a Reporting Code to a Tax Rule

FACTSHEET:
How to Assign a Reporting Code to a Tax Rule

The intention of this document is to show you how to add a

new Tax Reporting code to a Tax Rule.

Tax Reporting Type Code:

First ensure the Tax Reporting Type Code is set to be used at the Tax Rules. To do this
you must ensure that the Process Result is set to Enabled.

Save.

Innovate Tax Ltd. FACTSHEET: How to Assign a Reporting Code to a Tax Rule. Copyright 2017. 1
FACTSHEET:
How to Assign a Reporting Code to a Tax Rule

Tax Rules:
Navigate to Tax Rules, then go to the conditions assigned to the rule and then click on
the Reporting Codes box linked as shown below.

Once clicked on the link, click on Add Another Row.

Choose the Tax Reporting Code that you want to be assigned to this tax condition rule.

Innovate Tax Ltd. FACTSHEET: How to Assign a Reporting Code to a Tax Rule. Copyright 2017. 2
FACTSHEET:
How to Assign a Reporting Code to a Tax Rule

Choose the Reporting Type and the Reporting Code.

Click Apply and Save.

You can apply as many Reporting Type Codes as needed.

This FACTSHEET was produced by Innovate Tax Ltd. We hope it was helpful. For
further Factsheets or advice visit: www.innovatetax.com

Innovate Tax Ltd. FACTSHEET: How to Assign a Reporting Code to a Tax Rule. Copyright 2017. 3