Maintain Additional Trust Tax Information
Navigate:Business Revenue > Business Maintenance > Search for a Business > [Locations Panel Edit] > Maintain Business Location > [Common Actions - Trust Tax Accounts] > View Trust Tax Account Summary > [select account] > Maintain Trust Tax Account > [Common Actions- Maintain Additional Trust Tax Accounts Information] > Maintain Additional Trust Tax Information
Description
Enter any information in the user-defined fields (UDFs) previously set up.
SETUP: See Business Revenue and Business Setup for any applicable prerequisites, dependencies and setup information for this task. To set up user defined fields for this screen, go to Business Revenue > Setup Additional Information Fields > Set Up Additional Information Fields. Select Trust Tax Account from the Field group dropdown. Add all required UDFs.
Steps
-
Enter/edit any data as necessary based on the fields created for UDFs during setup. The screen above shows examples of UDFs.
-
Click Save.
-
Click Close to return to the Maintain Trust Tax Account screen.
-