Automatic transfer of tax adjustments

Income inclusion amounts get recorded in the appropriate FTC return through tax adjustments.
  1. Select Federal, Accounts and Adjustments
  2. Select the Year of the chart.
  3. Select the appropriate chart, and select Adjustments.
  4. Select the appropriate Chart of Tax Adjustments and open it for editing.
  5. Select the Income Inclusion entry by selecting the header row and then Edit. If you don't have any entries in your tax chart, you must create new entries.
  6. Select the appropriate adjustment entry.
  7. Select Int'l Transfer.
  8. Select Save and then Always.
  9. Repeat steps 5 through 8 for each entry you want to setup for automatic transfer. If existing adjustments don't include all the income inclusion items desired for transfer, create additional adjustments.
  10. Once finished setting up all income inclusion adjustments for international transfer, return to the Binder list.
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