Refund Claim Notices

Navigate: Tax > Accounts Receivable > Correspondence > Refund Claim Notices

Description

Print claim refund notices.

Steps

1. Select the Process.

2. Select the File.

3. Select the Mail merge checkbox to mail merge the document.

4. Select the Create Event checkbox to generate an event in Aumentum.

   NOTE: Export Aumentum Events via Reports and Interfaces > Aumentum Event Export

5. Select the Print datasource to print the datasource along with the correspondence.

6. Select the Set Claim Form Set Date checkbox to set the date.

   NOTE: Refund Interest requires the date a claim form is sent to a contact. You can set the claim sent date. The default for this checkbox is checked and the default is the current date to show on the correspondence as the day the correspondence is sent. The date is stored as the Claim Form Sent Date associated with the claim

7. Enter the date or accept the current date default for setting the claim Sent Date.

8. Optionally enter text into Fields 1 through 5 that you want printed on the correspondence.

9. Select the Claim from the list. If there is only one, correspondence is sent to that one claim recipient.

10. Click print to submit the claim form to batch processing. View batch status progress via Info Center > Batch Processes > Monitor Batch Processes > View Batch Process Details.

    • Click Close to end the task.