Refund and Surplus Notices

Navigate: Tax > Accounts Receivable > Correspondence > Refund and Surplus Notices

Description

Print refund notices to the payee's selected for notices.

Steps

1. On the Search for Payments/Surplus screen, make a selection from the Record type drop-down list, then enter your search criteria and click Search.

2. On the Payment Search Results screen, select the checkbox for one or more items in the Search Results panel and click Next.
3. On the Print Surplus Notices screen, make a selection from the Report Setup drop-down list.

4. Optionally, enter any data in fields 1 through 10 that you want to include in the notice.

5. Click Print in the Command Item bar.

• On the View Correspondence Process screen:

• Select the Steps and History tabs to view the steps and historical data of the process.

• Select the Log tab to download a log file of the process.

• Select the File tab to download the process file.

• Click Close to return to this screen.

6. Click Return to go back to the Print Surplus Notices screen.

7. Click Close to exit the task.

Report Sample

Refund Surplus Notice