Global Tax Authority Funds

Navigate: Tax > Distribution > Apportionment Factors > Global Tax Authority Funds > Edit Global Tax Authority Funds

Description

Define criteria and associated TAFs as part of your global Tax Authority Funds for distribution apportionment factors.

Jurisdiction Specific Information

California

• The Inactive TAF rule redirects all revenue in inactive TAFs to a Redirect to TAF destination regardless of tax year.

Steps

1. Click Edit in the Criteria List panel to make the criteria selections available.

2. To filter available TAFs, enter the Code.

3. Enter a Description.

4. Select a Category.

5. Select a Type.

6. Check the Include inactive records checkbox to include inactive TAFs.

7. Click Apply Filter to filter the TAF results in the Available Items panel.

8. Select all items or select specific items from the Available Items panel and click Add Selected Item(s) to move them to the Attached Items panel to be used for apportionment.

9. Click Update.

10. Click Save to save the screen.

    • Click Close to end the task.