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
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. |
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