Reset a carry-forward

This topic explains how to reset a carry-forward.

Step 1 - Go to the page List of Tax Accounts

1. Go to the Tax Account module;
2. Choose the Tax Accounts menu. This action opens the List of Tax Accounts page (503:2000);

Step 2 - Reset a carry-forward

3. Go to the Criteria section;
4. Fill out the required fields (identified by a red asterisk *). For example, Registration Date From and To, etc.;
5. Click the Refresh button. This action updates the page and displays the list of tax accounts in the lower section;
6. Search for the tax account to be displayed;
7. Click on the hyperlink of the Tax Account No. subject to the request. This action opens the Tax Account page (503:2001).
8. Click the Carry-Forward tab. This action displays the losses already captured;
9. Click the Reset Carry-Forward button. This action opens the Carry-Forward popup window;
10. Fill out the required fields (identified by a red asterisk *). For example, Carry-Forward type and Reset/Cancel Date, etc.;
11. Click on the Reset Carry-Forward button. This action reset all the losses entries and the Current Available Amount column displays 0.00.