The user may proceed to adjust the payer account by creating new invoices and/or payments. The user must ensure the dates are prior to the year end and NOT in the current year. Once the invoices and payments have been created, the user may now issue a new tax receipt to replace the voided receipt.
Finding and issuing a replacement Tax Receipt for the previous year
- Left Menu > Accounts Receivable > Tax Receipts > Tax Receipt Batch (displays Tax Receipt Batch Finder)
- Click “+” icon: Add Tax Receipt Batch
- Enter Year then TAB off by clicking the tab button on your keyboard.
- Select the Location from the dropdown list – then TAB off by clicking the tab button on your keyboard
- the software will display that a new tax receipt is required for the modified payor.
- Click the “+” icon:
- Click Add Tax Receipt
- In the Grid – Tax Receipt Batch, Allan Anderson, a new column displays this as a Revision.
- Display all the additional fields in the revised tax receipt.
- Click Edit pencil icon to view the details of the revised tax receipt
- Previous Excess Payment Total – If the payor made additional payments the previous tax year, it would now display the amount in this area.
- Excess Payment Total – If the payor made additional payments this tax year, it would now display in this area.
- Revision – Will display the revised number.
10. Click the checkmark icon at the top of the screen to save and return to previous screen.
11. Click the Save Icon to Save All.
12. Once saved the new tax receipt can be published. The updated tax receipt will now be listed on the payers file under Receivables > sub-tab Tax Receipts > Tax Receipts. Updated Tax Receipt will display on the Parent Portal (under development).