Income Taxes> Step 3: How to Setup a Tax Receipt Batch

IMPORTANT:  This step only needs to be done once.  If you have processed Tax Receipts in the past, please move on to: 

To see if the sequence number has been set up, go to:

Setup > System > Number Sequence > Tax Receipt Batch

1. Click the magnifying glass icon found at the top of the screen
2. This will display any items created for this number sequence.
   • If there is an item displayed, then you are good to proceed with processing your Tax Receipts.
   • If there are not items displayed, please click the “+” to add.

 “Step 4: Income Taxes: How to Create an Income Tax Receipt Batch” 

Using the Tax Engine, the user may create several batches for the tax year.  With this flexibility, the user may issue taxes by locations, for a select few parents, etc.  This means the user will issue taxes in batches and can name each batch similar to what was done in the receipt number.    

How to Setup a Tax Receipt Batch 

FIRST STEP: 

1. Left Menu > Setup > System. 

2. Number Sequences > Tax Receipt Batch  

3. Complete each of the following:  
   • Name  
   • Next Value – first number for your batch  
   • Value Prefix – (i.e., TRB (Tax Receipt Batch)   
   • Value Increment – 1 for increase by 1  
   • Padded Length: number of zeros after value prefix and before number  
   • Preview Number – Will show you what your format would look like   

4. Click the Save Icon: to Save 
    

NEXT STEP: map out the Batch Number sequence. 

1. Click the “+” icon: Add Number Sequence Mapping   
   • Type – Childcare Tax Receipt Batch Number  
   • Number Sequence – Select Tax Submission   

2. Click the checkmark icon ✓: to save and return to the previous screen. 

*NOTE: To continue please see “Step 4: How to Create an Income Tax Receipt Batch”