Tax Administration

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B. Apply Credits in a Year

Before you continue, you will want to print or preview a Detail Transaction report from the Reports Menu.

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Click on "3. Adjusting Entries" from the Main Menu and the following window will appear:

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Consider the description that appears when you place the mouse over "B. Apply credits in a year." Click "B. Apply credits in a year" and the following window will appear:

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  1. Tax Year: Select the Tax Year you wish to Apply credits in. For additional help with finding a Tax Year, refer to TA GENERAL TAX YEAR LOOKUPS.
  2. Apply credit on deposit: The deposit number offered is the current number as controlled by the software. This number will group this particular activity for processing.
  3. Reason for adjustment: Define a comment to store with the transaction.
  4. Perform Adjustment: Click this button to have the application process the task. After you perform the adjustment, you should run "2. Post Cash Receipts" off the Main Menu.
  5. Print Proof Sheet: Click this button to print a report of these adjustments. Refer to GENERAL PRINTING for more information.
  6. Preview Proof Sheet: Click this button to preview a report for these adjustments. Refer to GENERAL PREVIEW for more information.
  7. Cancel: Click "Cancel" to cancel and return to the previous screen.


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