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.

For UK Construction Industry Scheme (CIS) related information, please refer the attached UK Specific documentation in the related activity diagram.

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.