Maintain Apportionment Factor Fund Shift

Navigate:Tax > Levy Management > Overrides > Apportionment Fund Shift

Description

NOTE: This screen may not apply to your jurisdiction.

View and maintain apportionment factor fund shift overrides. Value types are limited to apportionment value types that can be overwritten.  

The TAF to Value Type participation is managed by the TAF UDFs:  

• ERAF Participants [ERAFPARTICIPANT], AB 8

• SB756 Participant [SB756PARTICIPANT],  AB 8,

• ADA Participant [ADAPARTICIPANT], Supp

• VLF Participant [VLFPARTICIPANT], Supp.  

Override values are for the selected tax year. When an aggregate process is selected, both calculated and override amounts are displayed. This is the amount calculated or used in the last calculation process. A zero is displayed for the calculated amount if none exists.  if no aggregate process is selected, the override amount only is displayed.

Steps

1. Select the Tax year.

2. Select the Value type.

3. Select the Tax authority.

4. Select the Aggregate process from the dropdown list in the Fund shift attributes panel header.

5. Enter the Override value for each tax authority in Tax Authority Fund panel, as applicable.

6. If entering no override for the tax authority, check the Create Zero Override checkbox to create no override for the tax authority.

7. Click Save.

   • Click Close to end the task.

Common Actions

None.