Use Case 8: Defer a Tax Loss for Group of Entities using Include Entities, Excluding one Entity and Include Jurisdictions
Configuration
Example:
To exclude one of the Canadian Entity, for example: TaxLoss0001CFS, Include Entities: Stamford, Atlanta, Exclude Entity: Montreal and Include Jurisdiction: CA
Expected Behavior
Above rule for TaxLoss0001CFS account will run for Entities Stamford, Atlanta and All Canadian Entities that is, Entities with domicile CA Except Montreal Entity.