Tax Information Rule Form

Users with security rights to maintain Tax Information Rules can create them through the Reference Data Area.

To create a Tax Information Rule:

1. Press the Reference Data menu drop-down arrow in the navigation bar.

Result:  The Reference Data Options displays.

2. Select Tax Information Rule from the drop-down list.

Result:  The  Tax Information Rule page displays.

3. Press New.

Note:  If you do not have security rights to maintain Tax Information Rule, this button does not appear on the page.

Result: The Tax Information Rule Form page displays.

4. Enter Tax Information Rule information into the page. Required information is indicated by a red asterisk (*).

Note:  The Save button saves the Tax Information Rule Form page in the database, but the page will not be closed. The Save and Close button saves the Tax Information Rule Form page in the database and closes the page. User is taken back to the previous page. The Delete button enables the user to delete the Tax Information Rule. This button is only displayed when the form is accessed from the list and subject to the user’s security rights. The Close button closes the page without saving any changes.

5. Press Save & Close.

Result: The new Tax Information Rule is saved and the form closes.