Copying tax subcodes

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To facilitate the tax code setup process at the beginning of each year, you can copy or import tax subcodes for the same engagement from previous years.

If you have administrative permissions, you can follow these steps to copy tax subcodes for the specified engagement.

  1. Click the Administration button in the navigation pane and then click the Tax Codes button.
  2. Click the appropriate tab for your tax vendor.
  3. Click the Copy button in the ribbon.
  4. In the dialog that opens, choose the vendor, entity, source year, and destination year.
  5. Choose the appropriate option from the Duplicates drop-down list.
  6. Click OK.

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