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

STEPS: 

In your left menu: 

1. Select Accounts Receivable  

2. Select Tax Receipts   

3. Select Tax Receipt Batch   

4. Click “+” icon: Add Tax Receipt Batch   

5. Taxation Year – Enter in the tax year (i.e., 2022).  

6. off (press your tab key on keyboard). 

7. Location – from the drop-down list – choose the location.   

8. Click the “+” icon: Add Receipts – (Note – It will indicate the number of receipts available).  

9. Click check box to select the tax receipts to be issued. 

10. Click on the checkmark icon ✓: to accept and move to next screen.   

11. In the Tax Receipts grid, it will display all tax receipts selected for this batch.  

*Next Step: to continue please see “Step 5: How to Review the Tax Receipt(s)”