Documentation

Documentation (notes and/or attachments) can be added to positions in the Uncertain Tax Positions Application.

To add documentation:

1.	Click the gray/yellow note icon or select Documentation from an item's menu to add notes and/or attachments to a position.

2.	Type your note in the Note area.

3.	Click Browse to add attachments to the position.

4.	Click Save.

To add attachments:

•	If you add an attachment to a position and do not enter a note, a default note is added, called Added Attachment

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Attachment file names should be unique. The Uncertain Tax Positions Application does not distinguish between different files of the same type with the same name. The Export Attachment functionality is based on the name of the file. For example, multiple Excel files containing different information called Support for FIN 48.xls will cause the Export Attachment functionality in the Uncertain Tax Positions Application to work improperly.

To reply to posts:

Click the yellow note icon or select Documentation from an item's menu to create a New Post for the item or to Reply to previously created posts.

Item Documentation

2014.0 documentation

To edit/delete documentation:

Documentation added to a position cannot be edited or deleted. Changes need to be appended as a reply to a previous post.

To view documentation:

Click the yellow note icon or select Documentation from an item's menu to view notes and/or attachments to a position. Posts are listed by Post Date with the most recent posts or replies at the top of the list.