Supplemental Factor Calculations

Navigate: ClosedTax > Levy Management > Factor Calculations > Supplemental Factor Calculations

Description

Use this task to calculate supplemental factors for factor calculations.

Steps

  • Define the tax year and select the supplemental roll processing instance to calculate and finalize the calculatiaons and to create new calculations on the Maintain Supplemental Allocation Factor Calculations screen.

Workflow

If configured for your jurisdiction and depending on your user role and workflow queue, the Maintain Supplemental Allocation Factor Calculations screen is also available as a workflow item on the View My Worklist screen, accessed via the sidebar workflow icon on any screen. When the particular workflow item, e.g., Factor Allocation, is selected via the workflow, additional buttons are available on the screen, such as Accept, Reject, Submit to Approve, Approve, etc. See the View My Worklist topic for details about workflows and processing.

Prerequisites, Dependencies and Setup

  • An instance of the Supplemental Factor Calculations tax roll process must have been run.