Copy Position

Positions with a status

You can copy new positions to create multiple positions with the same workflow.

1.To copy a new position, select the check box next to the position to copy.
2.Then, click the position's Code (blue hyperlink). The Positions Menu appears.
3.Click Copy. All fields in the workflow are pre-populated based on the position you copy.

 

Copy Position

2014.0 copy position

 

4.Click Next. You cannot modify the Type of Position.
5.Click Next. You cannot modify the Uncertain Tax Positions Code/Description.
6.You can select a Year, Jurisdiction or Class to create a unique position.
7.Proceed through the workflow, making changes as necessary. The rates typed in the Issue Details - As Filed dialog box will appear in the Issue Details - Unrecognized Position dialog box within the workflow.
8.Upon completion of the workflow, click Save. A confirmation message appears at the top of page to show the Contingency Item successfully created.
9.Click Yes to copy the position for another jurisdiction. Click No to close the workflow.