Editing a tax year
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Select “Edit Tax Year” hyperlink from the left pane.
The “Edit Tax Year“ page appears. The system will display the following.
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Tax Setup Unit |
The name of the tax setup unit for which the tax year details are to be modified. Tell me more |
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Date Format |
The date format applicable to the login user. Tell me more |
To specify search criteria
Use this method, if you know just a few characters of the tax year code or tax year description. In the search criteria group box, specify the search criteria based on which the system will fetch the records. To specify the search criteria, you must enter one or more characters that the tax year code or description contains. Optionally, you can enter the “From Date” and “TO Date” fields, to narrow your search. Search based on wild card characters is also supported.
Enter the following search criteria values, in some or all of the following fields.
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Tax Year Code |
The unique code of the tax year containing specific character type in the starting character or characters of this tax year code |
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Alternatively, type in these characters in any combination with wild cards. Example, TYC1*, will search for those tax year codes that start with TYC1. Other examples are *TYC1, TY*C1, TYC1* and TYC1*. | |
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Tax Year short Description |
To view all tax year short descriptions containing specific characters, type in the starting character or characters of the tax year short description. |
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Alternatively, type in these characters in any combination with wild cards. Example, TYSC1*, will search for those tax year codes that start with TYSC1. Other examples are *TYSC1, TY*C1, TYSC1* and TYSC1*. | |
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Tax Year Long Description |
The full description of the tax year. |
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For example, if you have identified the tax code as “Tyr002”, you can enter “TxYr.” as the short description and “Tax year” as the long description | |
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From Date |
The probable start date of the tax year. For example if you enter the search parameter as 30.01.01, the system will fetch the records that start from 30.01.01. Alternatively, type in these characters in any combination with wild cards. |
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To Date |
The probable end date of the tax year. |
Select the “ Search” pushbutton.
The list of records satisfying the search criteria is displayed in the multiline.
Note: If the search criteria
are entered in more than one field, the system will fetch only those records
that satisfy the combination of the search criteria specified.
If you do not enter the search criteria, and select the “Search” pushbutton,
the system will fetch all the records that are applicable to the selected
tax setup unit.
The system will display the following field in the multiline and cannot be edited.
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Tax Year Code |
The unique code that identifies the tax year. |
The system will also display the following fields in the multiline. You can modify any or all the following fields.
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Tax Year Short Description |
The short description of the tax year. |
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Tax Year Long Description |
The long description of the tax year. |
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From Date |
The date from which the tax year is effective. |
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To Date |
The date until which the tax year is effective. |
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Inactive |
The system will display one of the two values viz. “Yes” or “NO”. “Yes” indicates that the tax year is inactive and is not available for use. “NO” indicates that the tax year is active and indicates that it is available for use. |
Select “Save” pushbutton to save the details.
Select “No” from the “Inactive” drop-down list box for the corresponding tax year record of the multiline. This indicates the tax year record cannot be subsequently used in transactions until it is activated again.
Select the “Save” pushbutton to save the details entered.
Select “Yes” from the “Inactive” drop-down list box for the corresponding tax year record of the multiline to activate it again.
Select the “Save” pushbutton to save the details entered.
From the multiline, select the record(s) that has to be deleted by checking in the corresponding “Select” column of the tax year record.
Select the “Delete” icon from the multiline toolbar.
All the specified records will get deleted.
Select the “Save” pushbutton to save the changes made.
6 Hyperlinked topics below
Use this page to edit a tax year record.