Load from another entity

Load from another entity

Idea
You would need to have an entity with the same VAT return already mapped on your account to be able to use this functionality.

1) Loading from another entity is used for quicker mapping, ensuring accurate and efficient tax return mapping. If you have different entities which require the same tax rates mapping, this functionality makes the process easier and more time-efficient.

2) Once the entity is connected and you need to map, click on the + sign on the right hand side to Load from another Entity.


3) You need to choose the entity you are going to copy the tax rates mapping from.


4) Once the entty is chosen all you need to do is click on Load.


5) The tax rates mapping will load on the current entity. You are still able to edit and do minor changes at this stage if required.

6) If there were tax rates added that were not existing in the first entity (that you copied the data from) you can either map them or click on Mark Remaining as Out of Scope.


7) Then click on Save once done.


Idea
Success! You have loaded from another entity.




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