Copying Tax Account Data

  To copy Tax Account data:

  1. From the Manage Data page, expand Copy Data.

  2. For Source, select a Scenario, Year, and a Period or range of Periods from which to copy data.

  3. For Destination, select a Scenario, Year, and the same number of Periods to which to copy data.

  4. For Copy Members, for Entity, select all base entities, and for Account, select these three account lists:

    • A#TaxAccounts

    • A#OtherTaxAccounts

    • A#SupplementalSchAccounts

  5. In Options, from Mode, select Replace to replace data in the destination Scenario.

  6. From View, select YTD.

  7. Select to copy Cell Text.

  8. Click Copy.