Tax Automation Best Practices

• Create a Global Rule if the details of the Global Rule applies to 60%+ of Domiciles
• Create a Domicile Rule if the details of the Domicile Rule of the entities apply to 60%+ of the entities of that Domicile
• Only the Enabled/Disabled columns can be overridden at a lower level
• Never override the details of a Global Rule at the Domicile level or Entity level
• Never override the details of a Domicile rule at the Entity level
• If needed, disable Global level rule and create a new Domicile or Entity level rule
• If needed, disable Domicile level rule and create a new Entity level rule
• Never override "Automated Source Account" Smart List definition. Instead, all relevant accounts should be included within the account hierarchies that are referenced in the Smart List definition.