Document Format (DFS) - Posting Provisional Transactions

When you run tax reporting, you can optionally post any provisional transactions permanently as part of the process. Alternatively, you can do this in a separate process using Post Provisional Journals (PPT).

Whichever method you use, when you post provisional transactions you must select a document format that has a tax filter attached, regardless of whether or not you are creating a tax report. The two methods require different tax filters, as follows:

• Using the tax filter provided with the example tax reports, 'TAX REPORTING', you can optionally include provisional transactions in the tax report. If provisional transactions are included, Tax Reporting posts these as permanent transactions on the ledger as part of the reporting process. To post the transactions permanently, you must set the Final Print reporting option on the Document Format Run Time Report Parameters form.
• Alternatively, you can select the filter named 'POST PROVISIONAL TRANSACTIONS', which posts them as permanent transactions on the ledger without the need to generate a tax report.