Supporting Tax Automation for User-Configured Deferred Movements

You can use Tax Automation to pull book data / fixed assets data into newly configured deferred movements. After you have added a new configured deferred movement member, then you can use the ability to make the movement member to support tax automation. You can:

  • Specify configured deferred movement as a tax automation target movement. The Custom attribute enables the user to associate the customized deferred movement with the attribute. This allows Tax Automation forms to show customized deferred movement as a tax automation target movement.
  • Specify all available Tax Automation logic (that is pull / move / squeeze / annualize / de-annualize )

Note that, Prior-Year / National Adjustment tax automation rules are not allowed for configured deferred movement.

See also, Working with Configurable Deferred Movement Members