Copying Tax Automation Rules

You can copy the Tax Automation rules from the prior period to the current period. This option overwrites all the values for the current period. You perform this procedure during the period or yearly rollover process. See Rollover Process.

  To copy Tax Automation rules:

  1. From the Tax Automation screen, click CopyTaxRules, or select Actions, and then CopyTaxRules.

  2. From the Copy Confirmation warning, click Yes to continue.