Converting from the Aggregated Attribute to Aggregated Attribute Post-Tax Basis:

 

1.Change the paramvalue for the VA_CALCTYPE dataset parameter from 2 to 4.

2.Export your data to create an Import Template. You can also save this file to create a back up of your data prior to changing it.

3.In Reports, select a report and then Run. The program computes the automation amounts for Valuation Allowances on an Aggregated Attribute Post-Tax method and then generates an updated report.

4.You can re-import your Beginning Balances for Valuation Allowances, if necessary.

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Note: If you need to convert from the Aggregated Attribute to Aggregated Attribute Post-Tax Basis, please contact your client manager or Support.

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