Prior to printing the tax receipts the user should review the calculations to ensure the information presented on the tax receipt is accurate.
View Payers receipt Details
- Tax Receipt
- Claimable Fee Total – Total Claimable fees for the tax year. Cannot edit.
- Claimable Reduction Total – Total fees reduced by third party payor (subsidy, affordability grant or CWELLC). Cannot edit .
- Other Non-Claimable Total – Total non-claimable fees for the tax year, example NSF. Cannot edit.
- Payment Total – Total Payments received for the tax year. Cannot Edit.
- Payment Adjustment – Adjustment for payments, example payments from legacy AR system. Can Edit.
- Total – Tax receipt total.
- Comment – Note to be displayed on the receipt. Can Edit.
- Exclude – Do not print receipt in the batch run.
- Fee Summaries (break down per child)
- Select the pencil.
- The user cannot update Claimable tax reduction, Claimable Reduction and Other non-claimable total.
- The user can update the Fee adjustment. This will either increase or decrease the tax receipt if the user enters a positive or negative value.
- Total will display the adjusted claimable fee total.
- Comment will allow the user to indicate the update made. Example Opening balance from previous system.
- Click the checkmark icon ✓: to accept and return to previous screen.
- Click the Save Icon: To save all changes.
- Payment Documents
- Lists all payments received in the tax year.
- The user can edit the payment to view the details.
Additional Notes:
Errors you may receive:
“PLEASE CORRECT THE ERRORS BELOW THEN TRY AGAIN –
Tax receipt summary, total, “Parent Name” must be 0”
If you created a manual credit or invoice, to someone other than a child, the use will need to adjust to zero (0) and then create the adjustment to a child.
*Next Step: To continue please see “How to Preview and Publish a Batch of Tax Receipts”