Adding/Editing an Express Tax Payment

The Express Tax payment incorporates the addenda record and available pre-filled recipient data on the Transaction Detail page (at the customer level). The steps below describe how to create an express tax payment in single edit mode; the procedure for adding/editing an express tax payment as a split transaction (in single edit mode) is also included.

Note:  To edit the R/T number or account number after a transaction has been saved, the user must have the proper authority for the category/subcategory.

To add/edit an express tax payment

1. Choose Transactions | <category/subcategory>.

2. To add a transaction, click Add. To edit a transaction, click one of the fields on the specific transaction line.

3. For a new transaction, choose the Addenda Type from the drop-down menu.

4. For a new split transaction, select Amount Split from the drop-down menu. The only Split Type allowed is a Net Zero. Create the entries in the Accounts section.

5. Complete the Transaction Detail fields, or make the necessary modifications.

6. Click Save.