This form is used to input tax rates into the Anaplan Financial Consolidation for the tax rules process to work properly.
Prerequisites
Before you can enter your tax rates, you must first configure:
The system requires these member tags for the Tax Rates input form:
| Dimension | Element | Tag |
| Entity | Total Group (main root) | #TotalGroup |
| Scenario | Actual | #Actual |
Note: Member tagging is done within the Anaplan Financial Consolidation Model Manager.
Access the input form
To access the Tax Rates form:
- Select the Explorer module.
- Expand the Global > Consolidation > Input.
- Right-click the Tax Rates form and select Open. Alternatively, double-click the form to open it.
Note: Your administrator may have moved the form to another location, or it may be started as part of a process.
Parameters
The key parameters of the input form are:
| Variable Name | Value |
| Period | This is a list of years |
| Scenario | It defaults to the scenario tagged as #Actual. |
Use the input form
Once you have selected the parameters, the input form displays:
- Rows display all active countries along with various tax rate types that are defined in the system.
- Columns display months under the selected year.
Tax rates can be entered in the input form.
Note: If the period and Scenario combination selected isn't open, the input form will be locked.
In an input form, if cells are:
- White: These cells are protected and can't be edited.
- Pale Yellow: These cells are editable. The movement classification allows input for that account.
- Dark Yellow: The movement classification requires intercompany input for that account.
Dropdown lists in an input template that are selectable are white with blue text.
