Entitled Charge Criteria Edit

Navigate: ClosedTax > Distribution > Distribution Setup > Entitled Charge Criteria Edit

Description

Use this task to edit and define charges eligible for teetering (entitled amounts).

NOTE: This task may not apply to your jurisdiction.

Steps

  1. Select the Entitlement Process.

  2. Click Edit on any item in the Item Type panel. The Edit Criteria panel expands to show all available options.

  3. Check the checkbox for on any items to include from the Available Items panel.
  4. Click the Add Selected Item(s) button to move the items to the Attached Items panel.

  5. Click Update in the Edit Criteria panel.  Repeat these steps for each item type for which you would like to define criteria.

  • Click Cancel to cancel the update.

  • To remove items, select them from the Attached Items panel and click Remove Selected Item(s). They are then moved back to the Available Items panel.

  1. Click Save.

    • Click Close to end the task.