Execute Action

To select and execute an "Action" for existing uncertain tax positions:

1.In the Positions tab, select one or more positions in the positions table that you want to take "action" on.
2.Select the drop-down for "Select an Action" and then choose one of the "Actions" listed to apply to the selected uncertain tax positions. For example, you can choose "Add Notes/Attachments."

 

Select an Action

2014.0 select an action

 

3.Click Go and then Execute Action to complete the action for the selected uncertain tax positions.

 

Execute Action

2014.0 action menu execute action

 

Example: Action - Add Notes/Attachments

2014.0 action menu add notes attachments