Steps Fund Listing Report

Navigate:ClosedTax > Levy Management > Reports > SRS Levy Management Reports > Fund Listing

OR

Tax > Levy Management > SRS Levy Management Reports > Fund Listing

Description

NOTE: This report may not apply to your jurisdiction.

NOTE: You must minimally select the Tax Year and Fund Type.

Steps
  1. Select the Tax Year.

  2. Select the Fund Type.

  3. Enter the Code.

  4. Enter the Description.

  5. Select the Fund Category.

  6. Select the Levy Basis Type.

  7. Click View Report to generate the report in a separate browser window, or click Submit to Batch to open the Monitor Batch Processes screen on which you can view the progress of the report. When completed, click the report in the grid to open the View Batch Process Details screen, and click the report to open it. Click Close to close the batch screens.

    • Click Close to end the task.

Report Samples

ClosedFund Listing Report

Common Actions

None.

Related Topics

SRS Levy Management Reports