Steps Select Levy Modifier Funds

Navigate:ClosedTax > Levy Management > Tax Rate Calculation > Levy Groups > Search for Levy Groups > [Next] > Edit Levy Definition > [Funds] > Select Levy Modifier Funds

OR

Tax > Levy Management > Levy Maintenance > Levy Groups > Search for Levy Groups > [Next] > Edit Levy Definition >  [Funds] > Select Levy Modifier Funds

Description

For each modifier which can be applied to a levy, select the funds the modifier will apply to.

ClosedJurisdiction Specific Information

CA only

Steps
  1. Select a Levy modifier for which to select funds.

    NOTE:
    Only the modifiers selected on the Edit Levy Definition screen appear in the list.

  2. Select the checkbox for each Tax authority fund to associate with the modifier. Repeat the previous steps for any other modifiers.

  3. Click Finish to save the selections and return to the Edit Levy Definition screen.

    • Click Cancel to return to Edit Levy Definition without saving your selections.