Enabling Entity Allocation

To enable this feature:

  1. Navigate to Configuration card, ActionsEnable Features.
  2. Check Entity Allocation and click on Enable button to successfully enable the feature.

    Enable Entity Allocation

    Note:

    This process can run longer as it includes refresh of database.
  3. Navigate to User Preferences page and select any Pillar Two Jurisdiction member for the Pillar Two Jurisdiction user variable.

    Pillar Two Jurisdiction User Variable

  4. Run consolidation at Total Pillar Two parent Entity.
  5. Navigate to the Library card and Expand Pillar Two folder.
  6. Open the new web form Pillar Two Top-Up Tax By Jurisdiction. This form shows the top-tax allocation amounts