Income Taxes> Step 6: How to Preview and Publish a Batch of Tax Receipts

Once the user has reviewed the tax receipts in the batch, the user will then publish the batch of receipts.  
 

A Batch Number will be created, and the batch will indicate the total number of receipts in the batch.    
 

STEPS: 
 

1. Left Menu > Accounts Receivable  

2. Select Tax Receipts   

3. Select Publish Tax Receipts   
   • Batch – from drop-down list – Select Batch Number    
   • If the user leaves the preview mode on, the user can view before publishing. 
   • Once the user is ready to publish   

4. Select the publish date. 

5. Select Send on Demand Alert  

6. Select the Tax Receipt Alert   

7. Select the Edit Template should the user want to update the email going out to the parent.   

8. Select Publish   
   • The tax receipt will be emailed to the payor.