Documentation | User Guide

Documentation | User Guide

Create carry-forward rules

This part of the guide explains how to create a carry-forward rule.

Step 1 - Go to the List of Carry-Forward Rules

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Loss option;
  4. Click the menu Carry-Forward Rules menu. This action opens the List of Carry-Forward Rules page (509:16200);

Step 2 - Create a carry-forward rule

  1. Click the Create button. This action opens the Carry-Forward Rule popup window;
  2. Fill out the required fields (identified with a red star *). For example, Tax Type, Carry Forward Type, etc.;
  3. Click the Save button. This action confirms the creation of the carry-forward rule and updates the List of Carry-Forward Rules page (509:16200).